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

Beacon Wealthcare LLC

  • $246 Million
  • Q4 2024

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 603 shares of IVV stock, worth $363,530. This represents 0.14% of its overall portfolio holdings.

Number of Shares
603
Previous 638 5.49%
Holding current value
$363,530
Previous $368,000 3.8%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,834
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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