Boulder Wealth Advisors, LLC IVV Holdings History
Boulder Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Boulder Wealth Advisors, LLC held 47,794.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.86 Mil. This investment constitutes 15.63% of their stock portfolio, and Boulder Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Boulder Wealth Advisors, LLC has made 5 purchases of IVV, at an average price of $412.42, for a total of 55,859.00 shares. Based on historical transaction data and IVV's current price of $623.83, Boulder Wealth Advisors, LLC's estimated gain on his IVV holdings is $11.26 Mil, reflecting a 48.89% gain to date.
Boulder Wealth Advisors, LLC IVV ($623.83) Holding Chart
Boulder Wealth Advisors, LLC IVV ($623.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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