Beacon Financial Advisory LLC Ishares Core S&P 500 ETF Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,688 shares of IVV stock, worth $3.37 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
5,688
Previous 5,979
4.87%
Holding current value
$3.37 Million
Previous $3.27 Million
0.28%
% of portfolio
1.22%
Previous 1.31%
Shares
20 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio