Beaumont Financial Advisors, LLC Ishares Msci World ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,110 shares of URTH stock, worth $386,530. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,110
Previous 2,110 -0.0%
Holding current value
$386,530
Previous $357,000 7.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 09, 2024
SELL
$140.68 - $156.99 $42,204 - $47,097
-300 Reduced 12.45%
2,110 $331,000
Q4 2023

Jan 31, 2024
SELL
$115.01 - $133.48 $23,002 - $26,695
-200 Reduced 7.66%
2,410 $320,000
Q1 2023

May 08, 2023
SELL
$108.88 - $119.43 $25,913 - $28,424
-238 Reduced 8.36%
2,610 $307,000
Q4 2022

Jan 25, 2023
BUY
$99.74 - $115.82 $284,059 - $329,855
2,848 New
2,848 $0

Others Institutions Holding URTH

# of Institutions
267
Shares Held
13M
Call Options Held
41.4K
Put Options Held
5.46K
View Full List

About ISHARES MSCI WORLD ETF

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