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

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

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 537,718 shares of IJH stock, worth $33.3 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

537,718

Previous 549,530 2.15%

Holding current value

$33.3 Million

Previous $32.2 Million 4.2%

% of portfolio

3.03%

Previous 2.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,398

Shares Held

1.04B

Call Options Held

711K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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