Beacon Financial Group Ishares S&P 500 Growth ETF Transaction History

Beacon Financial Group

$913 Million
Q3 2024

A detailed history of Beacon Financial Group transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beacon Financial Group holds 9,420 shares of IVW stock, worth $1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,420

Previous 8,355 12.75%

Holding current value

$1 Million

Previous $773,000 16.56%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $90,280 - $103,443	1,065 Added 12.75%	9,420 $901,000
Q2 2024 Aug 06, 2024	BUY	$79.31 - $93.31 $188,440 - $221,704	2,376 Added 39.74%	8,355 $773,000
Q1 2024 May 07, 2024	BUY	$72.87 - $85.14 $162,718 - $190,117	2,233 Added 59.61%	5,979 $504,000
Q4 2023 Feb 23, 2024	BUY	$65.78 - $75.4 $246,411 - $282,448	3,746 New	3,746 $281,000
Q2 2020 Aug 05, 2020	SELL	$39.5 - $52.48 $79,000 - $104,960	-2,000 Closed	0 $0
Q3 2018 Oct 10, 2018	SELL	$40.58 - $44.29 $15,217 - $16,608	-375 Reduced 15.79%	2,000 $354,000
Q3 2017 Oct 03, 2017	BUY	$35.46 - $35.85 $84,217 - $85,143	2,375	2,375 $341,000

Others Institutions Holding IVW

# of Institutions

1,872

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Beacon Financial Group Ishares S&P 500 Growth ETF Transaction History