Beacon Financial Planning, Inc Ishares Tr Transaction History

Beacon Financial Planning, Inc

$143 Billion
Q1 2024

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 51,540 shares of IXUS stock, worth $3.56 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

51,540

Previous 55,596 7.3%

Holding current value

$3.56 Million

Previous $3.61 Billion 3.11%

% of portfolio

2.44%

Previous 2.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$62.39 - $67.92 $253,053 - $275,483	-4,056 Reduced 7.3%	51,540 $3.5 Billion
Q4 2023 Jan 29, 2024	SELL	$57.18 - $64.93 $2,230 - $2,532	-39 Reduced 0.07%	55,596 $3.61 Billion
Q3 2023 Oct 24, 2023	SELL	$59.72 - $65.1 $49,209 - $53,642	-824 Reduced 1.46%	55,635 $3.34 Billion
Q2 2023 Jul 19, 2023	BUY	$60.88 - $63.83 $128,822 - $135,064	2,116 Added 3.89%	56,459 $3.54 Billion
Q1 2023 May 04, 2023	BUY	$58.3 - $63.56 $72,641 - $79,195	1,246 Added 2.35%	54,343 $3.37 Billion

Q4 2022 Feb 15, 2023	BUY	$54.27 - $60.03 $2.88 Million - $3.19 Million	53,097 New	53,097 $3.07 Billion

Others Institutions Holding IXUS

# of Institutions

753

Shares Held

473M

Call Options Held

8.6K

Put Options Held

11.3K

View Full List

About ISHARES TR

Ticker IXUS
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Beacon Financial Planning, Inc Ishares Tr Transaction History