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

Beacon Financial Planning, Inc

$147 Billion
Q2 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 1,417 shares of IVE stock, worth $277,944. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,417

Previous 1,411 0.43%

Holding current value

$277,944

Previous $264 Million 2.11%

% of portfolio

0.18%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,445

Shares Held

140M

Call Options Held

110K

Put Options Held

9.3K

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