Beacon Financial Planning, Inc Ishares Tr Transaction History

Beacon Financial Planning, Inc

$172 Billion
Q4 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 46,214 shares of IXUS stock, worth $3.19 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

46,214

Previous 46,677 0.99%

Holding current value

$3.19 Million

Previous $3.39 Billion 9.84%

% of portfolio

1.78%

Previous 2.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$65.95 - $72.56 $30,534 - $33,595	-463 Reduced 0.99%	46,214 $3.06 Billion
Q3 2024 Oct 24, 2024	SELL	$64.9 - $73.35 $22,260 - $25,159	-343 Reduced 0.73%	46,677 $3.39 Billion
Q2 2024 Jul 18, 2024	SELL	$65.1 - $70.07 $294,252 - $316,716	-4,520 Reduced 8.77%	47,020 $3.18 Billion
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	$50.56 - $60.03 $2.68 Million - $3.19 Million	53,097 New	53,097 $3.07 Billion

Others Institutions Holding IXUS

# of Institutions

823

Shares Held

484M

Call Options Held

12K

Put Options Held

6.7K

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

More about IXUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Account

Beacon Financial Planning, Inc Ishares Tr Transaction History