Beacon Financial Group Ishares Tr Transaction History

Beacon Financial Group

  • $913 Million
  • Q3 2024

A detailed history of Beacon Financial Group transactions in Ishares Tr stock. As of the latest transaction made, Beacon Financial Group holds 36,293 shares of IBDV stock, worth $773,403. This represents 0.09% of its overall portfolio holdings.

Number of Shares
36,293
Previous 42,850 15.3%
Holding current value
$773,403
Previous $910,000 11.65%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 12, 2024
SELL
$21.11 - $22.24 $138,418 - $145,827
-6,557 Reduced 15.3%
36,293 $804,000
Q2 2024

Aug 06, 2024
BUY
$20.82 - $21.38 $149,674 - $153,700
7,189 Added 20.16%
42,850 $910,000
Q1 2024

May 07, 2024
BUY
$21.16 - $21.68 $215,345 - $220,637
10,177 Added 39.93%
35,661 $763,000
Q4 2023

Feb 23, 2024
BUY
$19.85 - $21.72 $505,857 - $553,512
25,484 New
25,484 $551,000

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email