Beacon Wealthcare LLC Ishares Core S&P 500 ETF Transaction History

Beacon Wealthcare LLC

$288 Million
Q4 2025

A detailed history of Beacon Wealthcare LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beacon Wealthcare LLC holds 662 shares of IVV stock, worth $447,055. This represents 0.15% of its overall portfolio holdings.

Number of Shares

662

Previous 762 13.12%

Holding current value

$447,055

Previous $510,000 12.35%

% of portfolio

0.15%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	SELL	$656.2 - $690.71 $65,620 - $69,071	-100 Reduced 13.12%	662 $447,000
Q3 2025 Oct 01, 2025	BUY	$620.67 - $670.08 $93,100 - $100,512	150 Added 24.51%	762 $510,000
Q2 2025 Jul 08, 2025	BUY	$498.8 - $620.9 $4,489 - $5,588	9 Added 1.49%	612 $379,000
Q4 2024 Jan 03, 2025	SELL	$570.51 - $610.59 $19,967 - $21,370	-35 Reduced 5.49%	603 $354,000
Q3 2024 Oct 08, 2024	BUY	$520.18 - $576.82 $18,206 - $20,188	35 Added 5.8%	638 $368,000

Q1 2024 Apr 12, 2024	BUY	$469.56 - $525.73 $22,538 - $25,235	48 Added 8.65%	603 $317,000
Q4 2022 Feb 10, 2023	SELL	$357.98 - $409.32 $23,268 - $26,605	-65 Reduced 10.48%	555 $213,000
Q4 2021 Jan 07, 2022	BUY	$430.29 - $479.53 $266,779 - $297,308	620 New	620 $296,000

Others Institutions Holding IVV

# of Institutions

4,140

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Beacon Wealthcare LLC Ishares Core S&P 500 ETF Transaction History