Beaumont Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 8,149 shares of IWR stock, worth $708,474. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,149
Previous 8,263 1.38%
Holding current value
$708,474
Previous $728,000 1.1%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$87.25 - $95.52 $9,946 - $10,889
-114 Reduced 1.38%
8,149 $720,000
Q3 2024

Oct 09, 2024
SELL
$79.92 - $88.19 $90,069 - $99,390
-1,127 Reduced 12.0%
8,263 $728,000
Q2 2024

Jul 24, 2024
BUY
$78.66 - $83.59 $97,617 - $103,735
1,241 Added 15.23%
9,390 $761,000
Q3 2023

Nov 01, 2023
BUY
$68.54 - $75.91 $6,442 - $7,135
94 Added 1.17%
8,149 $564,000
Q4 2022

Jan 25, 2023
BUY
$62.09 - $71.89 $500,134 - $579,073
8,055 New
8,055 $0

Others Institutions Holding IWR

# of Institutions
1,535
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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