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

Beaumont Financial Advisors, LLC

$1.13 Billion
Q1 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 93,353 shares of IVV stock, worth $55.6 Million. This represents 4.62% of its overall portfolio holdings.

Number of Shares

93,353

Previous 92,962 0.42%

Holding current value

$55.6 Million

Previous $54.7 Million 4.15%

% of portfolio

4.62%

Previous 4.82%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,916

Shares Held

822M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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