Beaumont Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 94,346 shares of IVV stock, worth $54.1 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
94,346
Previous 94,601
0.27%
Holding current value
$54.1 Million
Previous $51.8 Million
5.12%
% of portfolio
4.92%
Previous 4.69%
Shares
8 transactions
Others Institutions Holding IVV
# of Institutions
3,391Shares Held
670MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio