Beaumont Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 989 shares of IWM stock, worth $223,988. This represents 0.02% of its overall portfolio holdings.

Number of Shares
989
Previous 974 1.54%
Holding current value
$223,988
Previous $215,000 1.4%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$216.13 - $242.4 $3,241 - $3,636
15 Added 1.54%
989 $218,000
Q3 2024

Oct 09, 2024
SELL
$200.87 - $224.6 $45,597 - $50,984
-227 Reduced 18.9%
974 $215,000
Q2 2024

Jul 24, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.08%
1,201 $243,000
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $194,652 - $245,784
1,200 New
1,200 $240,000

Others Institutions Holding IWM

# of Institutions
2,761
Shares Held
308M
Call Options Held
232M
Put Options Held
522M
View Full List

About ISHARES RUSSELL 2000 ETF

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