Beaumont Financial Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,563 shares of ISTB stock, worth $218,202. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,563

Previous 4,523 0.88%

Holding current value

$218,202

Previous $214,000 3.74%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$47.18 - $48.74 $1,887 - $1,949	40 Added 0.88%	4,563 $222,000
Q2 2024 Jul 24, 2024	SELL	$46.84 - $47.46 $31,242 - $31,655	-667 Reduced 12.85%	4,523 $214,000
Q1 2024 May 10, 2024	BUY	$47.16 - $47.73 $1,131 - $1,145	24 Added 0.46%	5,190 $246,000
Q4 2023 Jan 31, 2024	BUY	$46.0 - $47.56 $2,116 - $2,187	46 Added 0.9%	5,166 $245,000
Q3 2023 Nov 01, 2023	BUY	$46.26 - $46.9 $1,387 - $1,407	30 Added 0.59%	5,120 $237,000
Q2 2023 Aug 02, 2023	BUY	$46.63 - $47.38 $1,305 - $1,326	28 Added 0.55%	5,090 $237,000
Q1 2023 May 08, 2023	SELL	$46.16 - $47.28 $109,676 - $112,337	-2,376 Reduced 31.94%	5,062 $238,000
Q4 2022 Jan 25, 2023	BUY	$45.61 - $46.84 $339,247 - $348,395	7,438 New	7,438 $0

Others Institutions Holding ISTB

# of Institutions

384

Shares Held

59.1M

Call Options Held

Put Options Held

100

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About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
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Beaumont Financial Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History