BEACON FINANCIAL PLANNING, INC IVV Holdings History
BEACON FINANCIAL PLANNING, INC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 52,429.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.46 Mil. This investment constitutes 16.93% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then BEACON FINANCIAL PLANNING, INC has made 1 purchases of IVV, at an average price of $384.76, for a total of 58,511.00 shares. In addition, there have been 8 sales at an average price of $537.63 for 6,082.00 shares. Based on historical transaction data and IVV's current price of $623.83, BEACON FINANCIAL PLANNING, INC's estimated gain on his IVV holdings is $13.46 Mil, reflecting a 59.81% gain to date.
BEACON FINANCIAL PLANNING, INC IVV ($623.83) Holding Chart
BEACON FINANCIAL PLANNING, INC IVV ($623.83) 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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