A detailed history of Beaumont Financial Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 1,722 shares of IWB stock, worth $569,310. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,722
Previous 1,607 7.16%
Holding current value
$569,310
Previous $334,000 1.8%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2022

BUY
$197.33 - $237.63 $22,692 - $27,327
115 Added 7.16%
1,722 $340,000
Q2 2022

Aug 04, 2022

SELL
$201.03 - $253.2 $41,010 - $51,652
-204 Reduced 11.26%
1,607 $334,000
Q1 2022

May 09, 2022

SELL
$230.48 - $266.11 $26.2 Million - $30.2 Million
-113,488 Reduced 98.43%
1,811 $453,000
Q4 2021

Feb 07, 2022

BUY
$241.33 - $266.02 $385,162 - $424,567
1,596 Added 1.4%
115,299 $30.5 Million
Q3 2021

Nov 12, 2021

BUY
$239.32 - $255.42 $175,182 - $186,967
732 Added 0.65%
113,703 $27.5 Million
Q2 2021

Aug 04, 2021

BUY
$226.48 - $242.11 $25 Million - $26.8 Million
110,601 Added 4666.71%
112,971 $0
Q4 2020

Feb 08, 2021

BUY
$182.85 - $211.84 $79,539 - $92,150
435 Added 22.48%
2,370 $502,000
Q2 2020

Aug 05, 2020

BUY
$135.3 - $179.75 $27,060 - $35,950
200 Added 11.53%
1,935 $332,000
Q1 2020

May 08, 2020

SELL
$122.99 - $188.06 $581,004 - $888,395
-4,724 Reduced 73.14%
1,735 $246,000
Q4 2019

Feb 06, 2020

BUY
$159.7 - $178.97 $576,676 - $646,260
3,611 Added 126.79%
6,459 $1.15 Million
Q3 2019

Nov 06, 2019

BUY
$163.68 - $167.08 $466,160 - $475,843
2,848 New
2,848 $0

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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