Beacon Financial Advisory LLC Ishares Core S&P 500 ETF Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 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 5,365 shares of IVV stock, worth $3 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
5,365
Previous 8,739
38.61%
Holding current value
$3 Million
Previous $4.17 Million
32.44%
% of portfolio
1.46%
Previous 2.07%
Shares
18 transactions
Others Institutions Holding IVV
# of Institutions
3,254Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.6 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18.1 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio