Beacon Harbor Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $409 Million
- Q3 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 324 shares of IVV stock, worth $218,800. This represents 0.05% of its overall portfolio holdings.
Number of Shares
324Holding current value
$218,800% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,131Shares Held
789MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
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Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
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Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio