Beaumont Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Beaumont Financial Advisors, LLC

$1.24 Billion
Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,964 shares of IWD stock, worth $1.02 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,964

Previous 4,922 0.85%

Holding current value

$1.02 Million

Previous $956,000 5.65%

% of portfolio

0.08%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$192.76 - $203.86 $8,095 - $8,562	42 Added 0.85%	4,964 $1.01 Million
Q2 2025 Jul 16, 2025	SELL	$166.82 - $194.23 $6,005 - $6,992	-36 Reduced 0.73%	4,922 $956,000
Q1 2025 May 12, 2025	BUY	$182.82 - $196.21 $1,096 - $1,177	6 Added 0.12%	4,958 $932,000
Q4 2024 Jan 17, 2025	SELL	$183.23 - $199.79 $9,711 - $10,588	-53 Reduced 1.06%	4,952 $916,000
Q3 2024 Oct 09, 2024	SELL	$173.36 - $189.8 $128,286 - $140,452	-740 Reduced 12.88%	5,005 $949,000

Q2 2024 Jul 24, 2024	BUY	$169.4 - $179.05 $133,148 - $140,733	786 Added 15.85%	5,745 $1 Million
Q1 2024 May 10, 2024	BUY	$161.84 - $179.11 $971 - $1,074	6 Added 0.12%	4,959 $888,000
Q4 2023 Jan 31, 2024	BUY	$143.69 - $165.7 $29,743 - $34,299	207 Added 4.36%	4,953 $818,000
Q2 2023 Aug 02, 2023	BUY	$148.55 - $157.83 $891 - $946	6 Added 0.13%	4,746 $749,000
Q1 2023 May 08, 2023	BUY	$145.2 - $161.56 $1,161 - $1,292	8 Added 0.17%	4,740 $721,000
Q4 2022 Jan 25, 2023	BUY	$136.78 - $158.99 $647,242 - $752,340	4,732 New	4,732 $0

Others Institutions Holding IWD

# of Institutions

2,000

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History