A detailed history of Beaumont Capital Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beaumont Capital Management, LLC holds 5,734 shares of SHV stock, worth $632,402. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,734
Previous 5,771 0.64%
Holding current value
$632,402
Previous $637,000 0.63%
% of portfolio
0.42%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$110.06 - $110.49 $4,072 - $4,088
-37 Reduced 0.64%
5,734 $633,000
Q2 2025

Aug 11, 2025

BUY
$110.06 - $110.46 $342,066 - $343,309
3,108 Added 116.71%
5,771 $637,000
Q1 2025

May 15, 2025

BUY
$110.11 - $110.51 $293,222 - $294,288
2,663 New
2,663 $294,000
Q1 2023

May 11, 2023

BUY
$109.94 - $110.5 $13.6 Million - $13.7 Million
124,011 New
124,011 $13.7 Million
Q2 2022

Aug 10, 2022

BUY
$109.96 - $110.28 $16.1 Million - $16.1 Million
146,389 New
146,389 $16.1 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Beaumont Capital Management, LLC Portfolio

Follow Beaumont Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Capital Management, LLC with notifications on news.