Beaumont Financial Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 15,208 shares of IGSB stock, worth $784,884. This represents 0.07% of its overall portfolio holdings.

Number of Shares

15,208

Previous 14,605 4.13%

Holding current value

$784,884

Previous $748,000 6.95%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$51.02 - $52.74 $30,765 - $31,802	603 Added 4.13%	15,208 $800,000
Q2 2024 Jul 24, 2024	SELL	$50.64 - $51.3 $6,937 - $7,028	-137 Reduced 0.93%	14,605 $748,000
Q1 2024 May 10, 2024	SELL	$50.95 - $51.48 $93,697 - $94,671	-1,839 Reduced 11.09%	14,742 $755,000
Q4 2023 Jan 31, 2024	BUY	$49.4 - $51.28 $40,508 - $42,049	820 Added 5.2%	16,581 $850,000
Q3 2023 Nov 01, 2023	SELL	$49.74 - $50.37 $108,035 - $109,403	-2,172 Reduced 12.11%	15,761 $785,000
Q2 2023 Aug 02, 2023	BUY	$50.02 - $50.76 $1,450 - $1,472	29 Added 0.16%	17,933 $899,000
Q1 2023 May 08, 2023	SELL	$49.56 - $50.75 $114,632 - $117,384	-2,313 Reduced 11.44%	17,904 $904,000
Q4 2022 Jan 25, 2023	BUY	$48.63 - $50.19 $983,152 - $1.01 Million	20,217 New	20,217 $0

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

Put Options Held

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Beaumont Financial Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History