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%
Shares
8 transactions
Others Institutions Holding IVV
# of Institutions
3,444Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio