Beacon Investment Advisory Services, Inc. Ishares Russell 3000 ETF Transaction History

Beacon Investment Advisory Services, Inc.

  • $2.29 Billion
  • Q4 2024

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 677 shares of IWV stock, worth $232,813. This represents 0.01% of its overall portfolio holdings.

Number of Shares
677
Previous 677 -0.0%
Holding current value
$232,813
Previous $221,000 2.26%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$268.36 - $300.08 $181,679 - $203,154
677 New
677 $203,000
Q4 2020

Feb 08, 2021
BUY
$191.94 - $223.55 $181,767 - $211,701
947 New
947 $212,000
Q1 2019

May 15, 2019
SELL
N/A
-2,393 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
N/A
2,393 New
2,393 $374,000

Others Institutions Holding IWV

# of Institutions
879
Shares Held
26.7M
Call Options Held
11.9K
Put Options Held
2.9K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Beacon Investment Advisory Services, Inc. Portfolio

Follow Beacon Investment Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email