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

Beacon Bridge Wealth Partners, LLC

$234 Billion
Q1 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 11,262 shares of IVW stock, worth $1.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

11,262

Previous 11,317 0.49%

Holding current value

$1.07 Million

Previous $1.15 Billion 9.01%

% of portfolio

0.45%

Previous 0.49%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$92.45 - $106.69 $5,084 - $5,867	-55 Reduced 0.49%	11,262 $1.05 Billion
Q4 2024 Feb 04, 2025	SELL	$94.43 - $105.47 $240,418 - $268,526	-2,546 Reduced 18.37%	11,317 $1.15 Billion
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $17,971 - $20,591	-212 Reduced 1.51%	13,863 $1.33 Billion
Q2 2024 Aug 02, 2024	SELL	$79.31 - $93.31 $294,081 - $345,993	-3,708 Reduced 20.85%	14,075 $1.3 Billion
Q1 2024 May 03, 2024	SELL	$72.87 - $85.14 $893,167 - $1.04 Million	-12,257 Reduced 40.8%	17,783 $1.5 Billion
Q4 2023 Feb 09, 2024	SELL	$65.78 - $75.4 $1.87 Million - $2.15 Million	-28,495 Reduced 48.68%	30,040 $2.26 Billion
Q3 2023 Nov 14, 2023	BUY	$68.05 - $72.66 $166,110 - $177,363	2,441 Added 4.35%	58,535 $4 Billion
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $175,281 - $195,441	2,773 Added 5.2%	56,094 $3.95 Billion
Q1 2023 May 08, 2023	SELL	$57.25 - $63.89 $698,221 - $779,202	-12,196 Reduced 18.62%	53,321 $3.41 Billion
Q4 2022 Feb 10, 2023	BUY	$56.73 - $63.56 $3.72 Million - $4.16 Million	65,517 New	65,517 $3.83 Billion

Others Institutions Holding IVW

# of Institutions

2,026

Shares Held

432M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Account

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