Beacon Financial Group Ishares Tr Transaction History

Beacon Financial Group

$944 Million
Q3 2025

A detailed history of Beacon Financial Group transactions in Ishares Tr stock. As of the latest transaction made, Beacon Financial Group holds 71,777 shares of IBDV stock, worth $1.58 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

71,777

Previous 56,969 25.99%

Holding current value

$1.58 Million

Previous $1.25 Million 26.92%

% of portfolio

0.17%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$21.75 - $22.22 $322,074 - $329,033	14,808 Added 25.99%	71,777 $1.59 Million
Q2 2025 Jul 09, 2025	BUY	$21.28 - $21.98 $182,454 - $188,456	8,574 Added 17.72%	56,969 $1.25 Million
Q1 2025 Apr 10, 2025	BUY	$21.11 - $21.73 $53,260 - $54,824	2,523 Added 5.5%	48,395 $1.05 Million
Q4 2024 Jan 29, 2025	BUY	$21.24 - $22.15 $203,457 - $212,174	9,579 Added 26.39%	45,872 $979,000
Q3 2024 Nov 12, 2024	SELL	$21.11 - $22.24 $138,418 - $145,827	-6,557 Reduced 15.3%	36,293 $804,000

Q2 2024 Aug 06, 2024	BUY	$20.82 - $21.38 $149,674 - $153,700	7,189 Added 20.16%	42,850 $910,000
Q1 2024 May 07, 2024	BUY	$21.16 - $21.68 $215,345 - $220,637	10,177 Added 39.93%	35,661 $763,000
Q4 2023 Feb 23, 2024	BUY	$19.85 - $21.72 $505,857 - $553,512	25,484 New	25,484 $551,000

Others Institutions Holding IBDV

# of Institutions

290

Shares Held

80.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Beacon Financial Group Ishares Tr Transaction History