Boyd Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Boyd Wealth Management, LLC

$231 Million
Q2 2025

A detailed history of Boyd Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 16,172 shares of IVV stock, worth $10.9 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares

16,172

Previous 16,518 2.09%

Holding current value

$10.9 Million

Previous $9.28 Million 8.19%

% of portfolio

4.35%

Previous 4.63%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$498.8 - $620.9 $172,584 - $214,831	-346 Reduced 2.09%	16,172 $10 Million
Q1 2025 Apr 24, 2025	SELL	$554.06 - $615.85 $11,081 - $12,317	-20 Reduced 0.12%	16,518 $9.28 Million
Q4 2024 Jan 23, 2025	BUY	$570.51 - $610.59 $9,698 - $10,380	17 Added 0.1%	16,538 $9.74 Million
Q3 2024 Oct 25, 2024	SELL	$520.18 - $576.82 $26,008 - $28,841	-50 Reduced 0.3%	16,521 $9.53 Million
Q2 2024 Jul 24, 2024	SELL	$497.53 - $549.64 $130,850 - $144,555	-263 Reduced 1.56%	16,571 $9.07 Million
Q1 2024 Apr 24, 2024	SELL	$469.56 - $525.73 $74,190 - $83,065	-158 Reduced 0.93%	16,834 $8.85 Million
Q4 2023 Jan 31, 2024	SELL	$412.55 - $479.0 $63,532 - $73,766	-154 Reduced 0.9%	16,992 $8.12 Million
Q3 2023 Oct 25, 2023	BUY	$427.76 - $460.18 $49,620 - $53,380	116 Added 0.68%	17,146 $7.36 Million
Q1 2023 Apr 20, 2023	BUY	$381.13 - $418.66 $298,043 - $327,392	782 Added 4.81%	17,030 $7 Million
Q4 2022 Jan 20, 2023	SELL	$357.98 - $409.32 $497,950 - $569,364	-1,391 Reduced 7.89%	16,248 $0
Q3 2022 Oct 17, 2022	SELL	$358.65 - $432.04 $94,324 - $113,626	-263 Reduced 1.47%	17,639 $6.33 Million
Q2 2022 Aug 03, 2022	SELL	$366.99 - $458.8 $1 Million - $1.25 Million	-2,728 Reduced 13.22%	17,902 $6.79 Million
Q1 2022 Apr 29, 2022	SELL	$418.06 - $479.84 $620,819 - $712,562	-1,485 Reduced 6.71%	20,630 $9.36 Million
Q4 2021 Feb 07, 2022	BUY	$430.29 - $479.53 $9.52 Million - $10.6 Million	22,115 New	22,115 $10.5 Million

Others Institutions Holding IVV

# of Institutions

4,028

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Boyd Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History