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

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

$358 Billion
Q4 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 9,175 shares of IVV stock, worth $5.53 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

9,175

Previous 1,949 370.75%

Holding current value

$5.53 Million

Previous $1.12 Billion 380.36%

% of portfolio

1.51%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$570.51 - $610.59 $4.12 Million - $4.41 Million	7,226 Added 370.75%	9,175 $5.4 Billion
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

3,834

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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