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

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 7,107 shares of IWF stock, worth $2.68 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,107

Previous 7,053 0.77%

Holding current value

$2.68 Million

Previous $2.57 Million 3.77%

% of portfolio

0.24%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$332.02 - $382.76 $17,929 - $20,669	54 Added 0.77%	7,107 $2.67 Million
Q2 2024 Jul 24, 2024	SELL	$316.15 - $367.33 $20,233 - $23,509	-64 Reduced 0.9%	7,053 $2.57 Million
Q1 2024 May 10, 2024	BUY	$294.43 - $339.01 $22,082 - $25,425	75 Added 1.07%	7,117 $2.4 Million
Q4 2023 Jan 31, 2024	BUY	$256.94 - $304.21 $28,520 - $33,767	111 Added 1.6%	7,042 $2.13 Million
Q3 2023 Nov 01, 2023	BUY	$263.8 - $285.38 $32,711 - $35,387	124 Added 1.82%	6,931 $1.84 Million
Q2 2023 Aug 02, 2023	SELL	$239.31 - $275.18 $58,152 - $66,868	-243 Reduced 3.45%	6,807 $1.87 Million
Q1 2023 May 08, 2023	BUY	$209.92 - $244.33 $25,820 - $30,052	123 Added 1.78%	7,050 $1.72 Million
Q4 2022 Jan 25, 2023	BUY	$207.03 - $232.89 $1.43 Million - $1.61 Million	6,927 New	6,927 $0

Others Institutions Holding IWF

# of Institutions

2,172

Shares Held

206M

Call Options Held

397K

Put Options Held

81.6K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

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