Beacon Financial Planning, Inc Ishares S&P 500 Value ETF Transaction History

Beacon Financial Planning, Inc

$162 Billion
Q3 2024

A detailed history of Beacon Financial Planning, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 1,425 shares of IVE stock, worth $290,115. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,425

Previous 1,417 0.56%

Holding current value

$290,115

Previous $258 Million 8.96%

% of portfolio

0.17%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$181.06 - $197.17 $1,448 - $1,577	8 Added 0.56%	1,425 $281 Million
Q2 2024 Jul 18, 2024	BUY	$176.58 - $186.7 $1,059 - $1,120	6 Added 0.43%	1,417 $258 Million
Q1 2024 Apr 22, 2024	BUY	$171.09 - $186.81 $1,197 - $1,307	7 Added 0.5%	1,411 $264 Million
Q4 2023 Jan 29, 2024	BUY	$147.64 - $174.21 $2,066 - $2,438	14 Added 1.01%	1,404 $244 Million
Q2 2023 Jul 19, 2023	BUY	$149.72 - $161.19 $748 - $805	5 Added 0.36%	1,390 $224 Million
Q1 2023 May 04, 2023	BUY	$144.21 - $159.47 $865 - $956	6 Added 0.44%	1,385 $210 Million
Q4 2022 Feb 15, 2023	BUY	$129.68 - $151.79 $178,828 - $209,318	1,379 New	1,379 $200 Million

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Beacon Financial Planning, Inc Ishares S&P 500 Value ETF Transaction History