Beaumont Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 97,124 shares of IVV stock, worth $62.2 Million. This represents 5.27% of its overall portfolio holdings.

Number of Shares
97,124
Previous 93,353 4.04%
Holding current value
$62.2 Million
Previous $52.5 Million 14.96%
% of portfolio
5.27%
Previous 4.62%

Shares

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

Jul 16, 2025
BUY
$498.8 - $620.9 $1.88 Million - $2.34 Million
3,771 Added 4.04%
97,124 $60.3 Million
Q1 2025

May 12, 2025
BUY
$554.06 - $615.85 $216,637 - $240,797
391 Added 0.42%
93,353 $52.5 Million
Q4 2024

Jan 17, 2025
SELL
$570.51 - $610.59 $789,585 - $845,056
-1,384 Reduced 1.47%
92,962 $54.7 Million
Q3 2024

Oct 09, 2024
SELL
$520.18 - $576.82 $132,645 - $147,089
-255 Reduced 0.27%
94,346 $54.4 Million
Q2 2024

Jul 24, 2024
BUY
$497.53 - $549.64 $870,677 - $961,870
1,750 Added 1.88%
94,601 $51.8 Million
Q1 2024

May 10, 2024
BUY
$469.56 - $525.73 $11.4 Million - $12.7 Million
24,214 Added 35.28%
92,851 $48.8 Million
Q4 2023

Jan 31, 2024
SELL
$412.55 - $479.0 $162,132 - $188,247
-393 Reduced 0.57%
68,637 $32.8 Million
Q3 2023

Nov 01, 2023
BUY
$427.76 - $460.18 $633,512 - $681,526
1,481 Added 2.19%
69,030 $29.6 Million
Q2 2023

Aug 02, 2023
SELL
$406.17 - $445.71 $1.14 Million - $1.25 Million
-2,804 Reduced 3.99%
67,549 $30.1 Million
Q1 2023

May 08, 2023
SELL
$381.13 - $418.66 $1.25 Million - $1.37 Million
-3,282 Reduced 4.46%
70,353 $28.9 Million
Q4 2022

Jan 25, 2023
BUY
$357.98 - $409.32 $26.4 Million - $30.1 Million
73,635 New
73,635 $0

Others Institutions Holding IVV

# of Institutions
3,988
Shares Held
797M
Call Options Held
5.37M
Put Options Held
2M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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