55I LLC’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $389M | Buy |
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|
2022
Q2 | $315M | Buy |
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|
2022
Q1 | $276M | Buy |
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|
2021
Q4 | $188M | Buy |
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|
2021
Q3 | $139M | Buy |
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|
2021
Q2 | $123M | Buy |
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|
2021
Q1 | $98.5M | Sell |
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|
2020
Q4 | $94.3M | Buy |
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|
2020
Q3 | $73M | Buy |
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|
2020
Q2 | $37M | Buy |
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|
2020
Q1 | $22M | Buy |
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|
2019
Q4 | $17.6M | Buy |
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|
2019
Q3 | $10.7M | Sell |
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|
2019
Q2 | $12.5M | Sell |
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|
2019
Q1 | $13.1M | Buy |
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|
2018
Q4 | $9.79M | Buy |
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