Beaumont Financial Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,452 shares of IVW stock, worth $426,501. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,452
Previous 4,452 -0.0%
Holding current value
$426,501
Previous $411,000 3.65%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$72.87 - $85.14 $116,009 - $135,542
-1,592 Reduced 26.34%
4,452 $375,000
Q4 2023

Jan 31, 2024
SELL
$65.78 - $75.4 $97,354 - $111,592
-1,480 Reduced 19.67%
6,044 $453,000
Q4 2022

Jan 25, 2023
BUY
$56.73 - $63.56 $426,836 - $478,225
7,524 New
7,524 $0

Others Institutions Holding IVW

# of Institutions
1,785
Shares Held
428M
Call Options Held
280K
Put Options Held
217K
View Full List

About ISHARES S&P 500 GROWTH ETF

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