Beaumont Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,158 shares of IJJ stock, worth $513,804. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,158
Previous 4,355 4.52%
Holding current value
$513,804
Previous $494,000 4.05%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$111.9 - $124.28 $22,044 - $24,483
-197 Reduced 4.52%
4,158 $514,000
Q2 2024

Jul 24, 2024
BUY
$109.44 - $118.4 $14,227 - $15,392
130 Added 3.08%
4,355 $494,000
Q4 2023

Jan 31, 2024
SELL
$93.05 - $115.17 $45,594 - $56,433
-490 Reduced 10.39%
4,225 $481,000
Q2 2023

Aug 02, 2023
SELL
$97.74 - $107.13 $95,101 - $104,237
-973 Reduced 17.11%
4,715 $505,000
Q1 2023

May 08, 2023
BUY
$97.23 - $116.09 $98,785 - $117,947
1,016 Added 21.75%
5,688 $584,000
Q4 2022

Jan 25, 2023
BUY
$91.7 - $106.74 $428,422 - $498,689
4,672 New
4,672 $0

Others Institutions Holding IJJ

# of Institutions
803
Shares Held
41.1M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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  • Ticker IJJ
  • Sector ETFs
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