Beaumont Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,158 shares of IJJ stock, worth $513,804. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,158
Previous 4,355
4.52%
Holding current value
$513,804
Previous $494,000
4.05%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IJJ
# of Institutions
803Shares Held
41.1MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY4.01MShares$495 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$454 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$299 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$236 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.75MShares$217 Million0.07% of portfolio