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

Beacon Financial Planning, Inc

$162 Billion
Q3 2024

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 53,807 shares of IVV stock, worth $32.2 Million. This represents 19.16% of its overall portfolio holdings.

Number of Shares

53,807

Previous 55,821 3.61%

Holding current value

$32.2 Million

Previous $30.5 Billion 1.6%

% of portfolio

19.16%

Previous 20.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$520.18 - $576.82 $1.05 Million - $1.16 Million	-2,014 Reduced 3.61%	53,807 $31 Billion
Q2 2024 Jul 18, 2024	SELL	$497.53 - $549.64 $764,206 - $844,247	-1,536 Reduced 2.68%	55,821 $30.5 Billion
Q1 2024 Apr 22, 2024	SELL	$469.56 - $525.73 $191,110 - $213,972	-407 Reduced 0.7%	57,357 $30.2 Billion
Q4 2023 Jan 29, 2024	SELL	$412.55 - $479.0 $101,074 - $117,355	-245 Reduced 0.42%	57,764 $27.6 Billion
Q3 2023 Oct 24, 2023	SELL	$427.76 - $460.18 $44,487 - $47,858	-104 Reduced 0.18%	58,009 $24.9 Billion
Q2 2023 Jul 19, 2023	SELL	$406.17 - $445.71 $161,655 - $177,392	-398 Reduced 0.68%	58,113 $25.9 Billion
Q1 2023 May 04, 2023	BUY	$381.13 - $418.66 $236,300 - $259,569	620 Added 1.07%	58,511 $24.1 Billion
Q4 2022 Feb 15, 2023	BUY	$357.98 - $409.32 $20.7 Million - $23.7 Million	57,891 New	57,891 $22.2 Billion

Others Institutions Holding IVV

# of Institutions

3,449

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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