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 16,521 shares of IVV stock, worth $9.72 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares
16,521
Previous 16,571 0.3%
Holding current value
$9.72 Million
Previous $9.07 Million 5.08%
% of portfolio
4.83%
Previous 5.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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