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 2,070 shares of ITA stock, worth $426,295. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,070
Previous 1,970 5.08%
Holding current value
$426,295
Previous $412,000 3.4%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 16, 2026
BUY
$205.04 - $218.9 $20,504 - $21,890
100 Added 5.08%
2,070 $426,000
Q3 2025

Oct 23, 2025
BUY
$184.73 - $209.26 $13,854 - $15,694
75 Added 3.96%
1,970 $412,000
Q2 2025

Jul 16, 2025
BUY
$135.31 - $188.64 $45,328 - $63,194
335 Added 21.47%
1,895 $357,000
Q1 2025

May 12, 2025
BUY
$144.84 - $159.5 $225,950 - $248,820
1,560 New
1,560 $238,000

Others Institutions Holding ITA

# of Institutions
990
Shares Held
32.5M
Call Options Held
654K
Put Options Held
535K
View Full List

About ISHARES TR

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