Beaumont Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 974 shares of IWM stock, worth $213,286. This represents 0.02% of its overall portfolio holdings.

Number of Shares
974
Previous 1,201 18.9%
Holding current value
$213,286
Previous $243,000 11.52%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 09, 2024
SELL
$200.87 - $224.6 $45,597 - $50,984
-227 Reduced 18.9%
974 $215,000
Q2 2024

Jul 24, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.08%
1,201 $243,000
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $194,652 - $245,784
1,200 New
1,200 $240,000

Others Institutions Holding IWM

# of Institutions
2,589
Shares Held
297M
Call Options Held
230M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email