Beaumont Financial Advisors, LLC Ishares Core S&P U.S. Value Et 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 U.S. Value Et stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,385 shares of IUSV stock, worth $545,608. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,385
Previous 5,385
-0.0%
Holding current value
$545,608
Previous $509,000
5.7%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
834Shares Held
192MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio