Beaumont Asset Management, L.L.C. IVV Holdings History
Beaumont Asset Management, L.L.C.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Beaumont Asset Management, L.L.C. held 86,229.00 shares of iShares Core S&P 500 ETF(IVV), totaling $53.54 Mil. This investment constitutes 28.74% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then Beaumont Asset Management, L.L.C. has made 14 purchases of IVV, at an average price of $370.29, for a total of 113,413.00 shares. In addition, there have been 8 sales at an average price of $371.13 for 27,184.00 shares. Based on historical transaction data and IVV's current price of $637.33, Beaumont Asset Management, L.L.C.'s estimated gain on his IVV holdings is $23.05 Mil, reflecting a 54.89% gain to date.
Beaumont Asset Management, L.L.C. IVV ($637.33) Holding Chart
Beaumont Asset Management, L.L.C. IVV ($637.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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