Beaumont Financial Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,076 shares of IWY stock, worth $256,400. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,076
Previous 2,426 55.65%
Holding current value
$256,400
Previous $533,000 52.53%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Jan 17, 2025
SELL
$216.72 - $244.71 $292,572 - $330,358
-1,350 Reduced 55.65%
1,076 $253,000
Q1 2024

May 10, 2024
BUY
$170.38 - $196.82 $413,341 - $477,485
2,426 New
2,426 $473,000

Others Institutions Holding IWY

# of Institutions
559
Shares Held
51.6M
Call Options Held
10.4K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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