Beaumont Asset Management, L.L.C. Ishares Tr Transaction History

Beaumont Asset Management, L.L.C.

  • $201 Million
  • Q4 2025

A detailed history of Beaumont Asset Management, L.L.C. transactions in Ishares Tr stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 70,128 shares of IBDV stock, worth $1.54 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
70,128
Previous 55,042 27.41%
Holding current value
$1.54 Million
Previous $1.22 Million 26.66%
% of portfolio
0.77%
Previous 0.64%

Shares

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

Jan 20, 2026
BUY
$22.03 - $22.24 $332,344 - $335,512
15,086 Added 27.41%
70,128 $1.54 Million
Q3 2025

Oct 28, 2025
BUY
$21.75 - $22.22 $29,536 - $30,174
1,358 Added 2.53%
55,042 $1.22 Million
Q2 2025

Jul 23, 2025
BUY
$21.28 - $21.98 $96,483 - $99,657
4,534 Added 9.22%
53,684 $1.18 Million
Q1 2025

May 08, 2025
BUY
$21.11 - $21.73 $1.04 Million - $1.07 Million
49,150 New
49,150 $1.07 Million

Others Institutions Holding IBDV

# of Institutions
299
Shares Held
85.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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