Beaumont Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,494 shares of IVE stock, worth $288,073. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,494
Previous 1,520 1.71%
Holding current value
$288,073
Previous $276,000 6.52%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$181.06 - $197.17 $4,707 - $5,126
-26 Reduced 1.71%
1,494 $294,000
Q1 2024

May 10, 2024
BUY
$171.09 - $186.81 $4,448 - $4,857
26 Added 1.74%
1,520 $283,000
Q4 2023

Jan 31, 2024
SELL
$147.64 - $174.21 $103,643 - $122,295
-702 Reduced 31.97%
1,494 $259,000
Q2 2023

Aug 02, 2023
SELL
$149.72 - $161.19 $27,698 - $29,820
-185 Reduced 7.77%
2,196 $353,000
Q1 2023

May 08, 2023
SELL
$144.21 - $159.47 $5,047 - $5,581
-35 Reduced 1.45%
2,381 $361,000
Q4 2022

Jan 25, 2023
BUY
$129.68 - $151.79 $313,306 - $366,724
2,416 New
2,416 $0

Others Institutions Holding IVE

# of Institutions
1,532
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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