Beacon Financial Planning, Inc Ishares Core S&P 500 ETF Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 52,915 shares of IVV stock, worth $29.7 Million. This represents 18.13% of its overall portfolio holdings.
Number of Shares
52,915
Previous 53,807
1.66%
Holding current value
$29.7 Million
Previous $31 Billion
0.37%
% of portfolio
18.13%
Previous 19.16%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,863Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.8 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.7 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.3 Billion17.72% of portfolio