Beaumont Financial Advisors, LLC Ishares Tr Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q4 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,807 shares of IEFA stock, worth $426,621. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,807
Previous 2,845 68.96%
Holding current value
$426,621
Previous $248,000 71.77%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$86.09 - $89.88 $168,908 - $176,344
1,962 Added 68.96%
4,807 $426,000
Q3 2025

Oct 23, 2025
SELL
$81.7 - $87.53 $12,255 - $13,129
-150 Reduced 5.01%
2,845 $248,000
Q2 2025

Jul 16, 2025
BUY
$67.83 - $84.09 $23,740 - $29,431
350 Added 13.23%
2,995 $250,000
Q1 2025

May 12, 2025
BUY
$69.57 - $78.65 $184,012 - $208,029
2,645 New
2,645 $200,000
Q3 2024

Oct 09, 2024
SELL
$70.09 - $78.74 $28,036 - $31,495
-400 Reduced 10.35%
3,465 $270,000
Q2 2024

Jul 24, 2024
BUY
$70.77 - $76.19 $54,563 - $58,742
771 Added 24.92%
3,865 $280,000
Q1 2024

May 10, 2024
BUY
$68.14 - $74.43 $210,825 - $230,286
3,094 New
3,094 $229,000

Others Institutions Holding IEFA

# of Institutions
2,467
Shares Held
1.59B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email