A detailed history of Beacon Financial Group transactions in Ishares Tr stock. As of the latest transaction made, Beacon Financial Group holds 45,872 shares of IBDV stock, worth $988,082. This represents 0.11% of its overall portfolio holdings.

Number of Shares
45,872
Previous 36,293 26.39%
Holding current value
$988,082
Previous $804,000 21.77%
% of portfolio
0.11%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
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