Beacon Bridge Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History

Beacon Bridge Wealth Partners, LLC

$212 Billion
Q1 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 13,700 shares of IVV stock, worth $7.5 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

13,700

Previous 14,123 3.0%

Holding current value

$7.5 Million

Previous $6.75 Billion 6.78%

% of portfolio

3.4%

Previous 3.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$469.56 - $525.73 $198,623 - $222,383	-423 Reduced 3.0%	13,700 $7.2 Billion
Q4 2023 Feb 09, 2024	BUY	$412.55 - $479.0 $625,838 - $726,643	1,517 Added 12.03%	14,123 $6.75 Billion
Q3 2023 Nov 14, 2023	BUY	$427.76 - $460.18 $464,547 - $499,755	1,086 Added 9.43%	12,606 $5.41 Billion
Q2 2023 Aug 08, 2023	BUY	$406.17 - $445.71 $694,956 - $762,609	1,711 Added 17.44%	11,520 $5.13 Billion
Q1 2023 May 08, 2023	BUY	$381.13 - $418.66 $1.32 Million - $1.45 Million	3,457 Added 54.42%	9,809 $4.03 Billion

Q4 2022 Feb 10, 2023	BUY	$374.51 - $409.32 $2.38 Million - $2.6 Million	6,352 New	6,352 $2.44 Billion

Others Institutions Holding IVV

# of Institutions

3,259

Shares Held

621M

Call Options Held

796K

Put Options Held

612K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Beacon Bridge Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History