Beacon Financial Group Ishares S&P 500 Growth ETF Transaction History

Beacon Financial Group

  • $869 Million
  • Q2 2024

A detailed history of Beacon Financial Group transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beacon Financial Group holds 8,355 shares of IVW stock, worth $814,779. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,355
Previous 5,979 39.74%
Holding current value
$814,779
Previous $504,000 53.37%
% of portfolio
0.09%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$79.31 - $93.31 $188,440 - $221,704
2,376 Added 39.74%
8,355 $773,000
Q1 2024

May 07, 2024
BUY
$72.87 - $85.14 $162,718 - $190,117
2,233 Added 59.61%
5,979 $504,000
Q4 2023

Feb 23, 2024
BUY
$65.78 - $75.4 $246,411 - $282,448
3,746 New
3,746 $281,000
Q2 2020

Aug 05, 2020
SELL
$39.5 - $52.48 $79,000 - $104,960
-2,000 Closed
0 $0
Q3 2018

Oct 10, 2018
SELL
$40.58 - $44.29 $15,217 - $16,608
-375 Reduced 15.79%
2,000 $354,000
Q3 2017

Oct 03, 2017
BUY
$35.46 - $35.85 $84,217 - $85,143
2,375
2,375 $341,000

Others Institutions Holding IVW

# of Institutions
1,765
Shares Held
428M
Call Options Held
281K
Put Options Held
217K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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