Boulder Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Boulder Wealth Advisors, LLC

  • $184 Million
  • Q3 2024

A detailed history of Boulder Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 46,409 shares of IVV stock, worth $27.5 Million. This represents 14.55% of its overall portfolio holdings.

Number of Shares
46,409
Previous 54,474 14.81%
Holding current value
$27.5 Million
Previous $29.8 Million 10.2%
% of portfolio
14.55%
Previous 17.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 03, 2024
SELL
$520.18 - $576.82 $4.2 Million - $4.65 Million
-8,065 Reduced 14.81%
46,409 $26.8 Million
Q2 2024

Dec 03, 2024
BUY
$497.53 - $549.64 $597,533 - $660,117
1,201 Added 2.25%
54,474 $29.8 Million
Q1 2024

Dec 03, 2024
BUY
$469.56 - $525.73 $4.46 Million - $4.99 Million
9,488 Added 21.67%
53,273 $28 Million
Q4 2022

Feb 21, 2023
BUY
$357.98 - $409.32 $15.7 Million - $17.9 Million
43,785 New
43,785 $16.8 Million

Others Institutions Holding IVV

# of Institutions
3,448
Shares Held
686M
Call Options Held
1.45M
Put Options Held
1.1M
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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