BEACON FINANCIAL GROUP IVV Holdings History
BEACON FINANCIAL GROUP's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, BEACON FINANCIAL GROUP held 31,755.00 shares of iShares Core S&P 500 ETF(IVV), totaling $19.72 Mil. This investment constitutes 2.05% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then BEACON FINANCIAL GROUP has made 15 purchases of IVV, at an average price of $245.13, for a total of 238,136.00 shares. In addition, there have been 18 sales at an average price of $249.99 for 206,381.00 shares. Based on historical transaction data and IVV's current price of $631.74, BEACON FINANCIAL GROUP's estimated gain on his IVV holdings is $13.28 Mil, reflecting a 22.75% gain to date.
BEACON FINANCIAL GROUP IVV ($631.74) Holding Chart
BEACON FINANCIAL GROUP IVV ($631.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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