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

Boulder Wealth Advisors, LLC

$172 Million
Q1 2025

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 47,794 shares of IVV stock, worth $28.3 Million. This represents 15.63% of its overall portfolio holdings.

Number of Shares

47,794

Previous 46,914 1.88%

Holding current value

$28.3 Million

Previous $27.6 Million 2.76%

% of portfolio

15.63%

Previous 14.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$554.06 - $615.85 $487,572 - $541,948	880 Added 1.88%	47,794 $26.9 Million
Q4 2024 Feb 06, 2025	BUY	$570.51 - $610.59 $288,107 - $308,347	505 Added 1.09%	46,914 $27.6 Million
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

3,922

Shares Held

821M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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