Beacon Financial Planning, Inc BLACKROCK ETF TRUST II Transaction History

Beacon Financial Planning, Inc

  • $179 Billion
  • Q2 2025
Number of Shares
23,647
Previous 26,180 9.68%
Holding current value
$1.25 Billion
Previous $1.37 Billion 8.88%
% of portfolio
0.7%
Previous 0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
N/A
-2,533 Reduced 9.68%
23,647 $1.25 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
10,639 Added 68.46%
26,180 $1.37 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
15,541 New
15,541 $808 Million
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