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

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

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 11,317 shares of IVW stock, worth $1.15 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

11,317

Previous 13,863 18.37%

Holding current value

$1.15 Million

Previous $1.33 Billion 13.44%

% of portfolio

0.49%

Previous 0.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,002

Shares Held

428M

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

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