B.O.S.S. Retirement Advisors, LLC Ishares Core S&P 500 ETF Transaction History

B.O.S.S. Retirement Advisors, LLC

$497 Billion
Q3 2024

A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 1,949 shares of IVV stock, worth $1.17 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,949

Previous 1,925 1.25%

Holding current value

$1.17 Million

Previous $1.05 Billion 6.73%

% of portfolio

0.23%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$520.18 - $576.82 $12,484 - $13,843	24 Added 1.25%	1,949 $1.12 Billion
Q2 2024 Jul 12, 2024	BUY	$497.53 - $549.64 $957,745 - $1.06 Million	1,925 New	1,925 $1.05 Billion
Q4 2023 Jan 25, 2024	BUY	$412.55 - $479.0 $11.4 Million - $13.2 Million	27,593 New	27,593 $13.2 Billion
Q4 2023 Jan 19, 2024	SELL	$412.55 - $479.0 $11.1 Million - $12.9 Million	-26,891 Closed	0 $13.2 Billion
Q4 2023 Jan 08, 2024	SELL	$412.55 - $479.0 $618,412 - $718,021	-1,499 Reduced 5.28%	26,891 $11.5 Billion
Q3 2023 Oct 17, 2023	BUY	$427.76 - $460.18 $137,738 - $148,177	322 Added 1.15%	28,390 $12.2 Billion
Q2 2023 Jul 10, 2023	BUY	$406.17 - $445.71 $71,485 - $78,444	176 Added 0.63%	28,068 $12.5 Billion
Q1 2023 Apr 17, 2023	BUY	$381.13 - $418.66 $173,795 - $190,908	456 Added 1.66%	27,892 $11.5 Billion
Q4 2022 Feb 06, 2023	BUY	$357.98 - $409.32 $9.82 Million - $11.2 Million	27,436 New	27,436 $10.5 Billion

Others Institutions Holding IVV

# of Institutions

3,395

Shares Held

669M

Call Options Held

714K

Put Options Held

952K

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 B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.

Account

B.O.S.S. Retirement Advisors, LLC Ishares Core S&P 500 ETF Transaction History