Beaumont Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Beaumont Financial Advisors, LLC
- $1.06 Billion
- Q1 2024
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 92,851 shares of IVV stock, worth $51.8 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
92,851
Previous 68,637
35.28%
Holding current value
$51.8 Million
Previous $32.8 Million
48.9%
% of portfolio
4.62%
Previous 3.32%
Shares
6 transactions
Others Institutions Holding IVV
# of Institutions
3,251Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio