Beacon Financial Advisory LLC Ishares S&P 100 ETF Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,335 shares of OEF stock, worth $621,180. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,335
Previous 1,717 35.99%
Holding current value
$621,180
Previous $456,000 36.18%
% of portfolio
0.22%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
N/A
618 Added 35.99%
2,335 $621,000
Q3 2024

Oct 30, 2024
BUY
$266.03 - $266.03 $251,398 - $251,398
945 Added 122.41%
1,717 $456,000
Q2 2024

Jul 26, 2024
BUY
$234.68 - $265.99 $181,172 - $205,344
772 New
772 $204,000
Q4 2023

Jan 23, 2024
BUY
$193.71 - $224.12 $266,738 - $308,613
1,377 New
1,377 $307,000

Others Institutions Holding OEF

# of Institutions
906
Shares Held
85.6M
Call Options Held
39.6K
Put Options Held
40K
View Full List

About ISHARES S&P 100 ETF

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