Beaumont Financial Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 565,401 shares of IJH stock, worth $36.3 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
565,401
Previous 572,606 1.26%
Holding current value
$36.3 Million
Previous $35.5 Million 3.9%
% of portfolio
2.99%
Previous 3.1%

Shares

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

Oct 23, 2025
SELL
$62.09 - $66.51 $447,358 - $479,204
-7,205 Reduced 1.26%
565,401 $36.9 Million
Q2 2025

Jul 16, 2025
SELL
$51.16 - $62.02 $440,641 - $534,178
-8,613 Reduced 1.48%
572,606 $35.5 Million
Q1 2025

May 12, 2025
BUY
$57.21 - $65.8 $309,849 - $356,372
5,416 Added 0.94%
581,219 $33.9 Million
Q4 2024

Jan 17, 2025
BUY
$61.68 - $67.87 $2.35 Million - $2.58 Million
38,085 Added 7.08%
575,803 $35.9 Million
Q3 2024

Oct 09, 2024
SELL
$57.32 - $62.65 $677,063 - $740,021
-11,812 Reduced 2.15%
537,718 $33.5 Million
Q2 2024

Jul 24, 2024
SELL
$56.43 - $60.79 $286,833 - $308,995
-5,083 Reduced 0.92%
549,530 $32.2 Million
Q1 2024

May 10, 2024
BUY
$56.98 - $284.98 $25.4 Million - $127 Million
445,233 Added 407.05%
554,613 $33.7 Million
Q4 2023

Jan 31, 2024
SELL
$232.04 - $279.85 $363,374 - $438,245
-1,566 Reduced 1.41%
109,380 $30.3 Million
Q3 2023

Nov 01, 2023
SELL
$246.15 - $272.4 $61,537 - $68,100
-250 Reduced 0.22%
110,946 $27.7 Million
Q2 2023

Aug 02, 2023
BUY
$240.22 - $261.48 $211,393 - $230,102
880 Added 0.8%
111,196 $29.1 Million
Q1 2023

May 08, 2023
SELL
$237.25 - $271.72 $857,184 - $981,724
-3,613 Reduced 3.17%
110,316 $27.6 Million
Q4 2022

Jan 25, 2023
BUY
$44.74 - $257.0 $5.1 Million - $29.3 Million
113,929 New
113,929 $0

Others Institutions Holding IJH

# of Institutions
2,770
Shares Held
1.17B
Call Options Held
569K
Put Options Held
75.3K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, 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 Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email