Beacon Investment Advisory Services, Inc. Ishares Core S&P 500 ETF Transaction History
Beacon Investment Advisory Services, Inc.
- $2.29 Billion
- Q4 2024
A detailed history of Beacon Investment Advisory Services, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 48,767 shares of IVV stock, worth $27.2 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
48,767
Previous 58,395
16.49%
Holding current value
$27.2 Million
Previous $33.7 Million
14.77%
% of portfolio
1.25%
Previous 1.41%
Shares
29 transactions
Others Institutions Holding IVV
# of Institutions
3,862Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.7 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.6 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.2 Billion17.72% of portfolio