Beaumont Financial Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 10,624 shares of IVW stock, worth $1.09 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,624
Previous 9,756 8.9%
Holding current value
$1.09 Million
Previous $589,000 4.41%
% of portfolio
0.06%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$57.85 - $71.43 $50,213 - $62,001
868 Added 8.9%
10,624 $615,000
Q3 2021

Nov 12, 2021
SELL
$72.99 - $79.0 $7,590 - $8,216
-104 Reduced 1.05%
9,756 $721,000
Q1 2021

May 04, 2021
SELL
$61.43 - $67.25 $23,589 - $25,824
-384 Reduced 3.75%
9,860 $642,000
Q4 2020

Feb 08, 2021
BUY
$56.17 - $63.82 $455,763 - $517,835
8,114 Added 380.94%
10,244 $654,000
Q3 2020

Nov 02, 2020
SELL
$52.42 - $62.43 $2,463 - $2,934
-47 Reduced 2.16%
2,130 $492,000
Q2 2020

Aug 05, 2020
BUY
$39.5 - $52.48 $85,991 - $114,248
2,177 New
2,177 $452,000
Q1 2020

May 08, 2020
SELL
$36.14 - $52.65 $42,934 - $62,548
-1,188 Closed
0 $0
Q2 2019

Aug 06, 2019
SELL
$41.95 - $45.26 $167 - $181
-4 Reduced 0.34%
1,188 $213,000
Q1 2019

May 06, 2019
BUY
$36.63 - $43.33 $43,662 - $51,649
1,192 New
1,192 $206,000
Q4 2018

Feb 07, 2019
SELL
$35.15 - $44.43 $51,002 - $64,467
-1,451 Closed
0 $0
Q3 2018

Nov 02, 2018
BUY
$40.58 - $44.29 $6,087 - $6,643
150 Added 11.53%
1,451 $257,000
Q2 2018

Aug 06, 2018
BUY
$37.83 - $42.01 $49,216 - $54,655
1,301 New
1,301 $212,000

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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