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

Beacon Bridge Wealth Partners, LLC

$281 Billion
Q3 2025

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 16,192 shares of IVV stock, worth $10.9 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares

16,192

Previous 16,061 0.82%

Holding current value

$10.9 Million

Previous $9.97 Billion 8.68%

% of portfolio

3.85%

Previous 3.96%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$620.67 - $670.08 $81,307 - $87,780	131 Added 0.82%	16,192 $10.8 Billion
Q2 2025 Jul 24, 2025	SELL	$498.8 - $620.9 $11,472 - $14,280	-23 Reduced 0.14%	16,061 $9.97 Billion
Q1 2025 May 07, 2025	BUY	$554.06 - $615.85 $242,124 - $269,126	437 Added 2.79%	16,084 $9.04 Billion
Q4 2024 Feb 04, 2025	BUY	$570.51 - $610.59 $656,657 - $702,789	1,151 Added 7.94%	15,647 $9.21 Billion
Q3 2024 Nov 12, 2024	BUY	$520.18 - $576.82 $448,395 - $497,218	862 Added 6.32%	14,496 $8.36 Billion

Q2 2024 Aug 02, 2024	SELL	$497.53 - $549.64 $32,836 - $36,276	-66 Reduced 0.48%	13,634 $7.46 Billion
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	$357.98 - $409.32 $2.27 Million - $2.6 Million	6,352 New	6,352 $2.44 Billion

Others Institutions Holding IVV

# of Institutions

4,136

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

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 Core S&P 500 ETF Transaction History