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

Beacon Wealthcare LLC

  • $245 Million
  • Q1 2025

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 $325,734. This represents 0.14% of its overall portfolio holdings.

Number of Shares
603
Previous 603 -0.0%
Holding current value
$325,734
Previous $354,000 5.08%
% of portfolio
0.14%
Previous 0.14%

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
3,884
Shares Held
759M
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
Track This Portfolio

Track Beacon Wealthcare LLC Portfolio

Follow Beacon Wealthcare LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Beacon Wealthcare LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email