Aspiriant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $401M | Sell |
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|
2025
Q2 | $388M | Buy |
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|
2025
Q1 | $328M | Buy |
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|
2024
Q4 | $315M | Buy |
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|
2024
Q3 | $254M | Buy |
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|
2024
Q2 | $223M | Buy |
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|
2024
Q1 | $186M | Buy |
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|
2023
Q4 | $71.9M | Buy |
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|
2023
Q3 | $58.1M | Buy |
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|
2023
Q2 | $52.5M | Buy |
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|
2023
Q1 | $43.8M | Buy |
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|
2022
Q4 | $39.8M | Sell |
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|
2022
Q3 | $37.4M | Buy |
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|
2022
Q2 | $39.4M | Buy |
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|
2022
Q1 | $47.1M | Sell |
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|
2021
Q4 | $49.6M | Sell |
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|
2021
Q3 | $47M | Sell |
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|
2021
Q2 | $48.2M | Buy |
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|
2021
Q1 | $35.6M | Sell |
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|
2020
Q4 | $34.4M | Buy |
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|
2020
Q3 | $29.4M | Sell |
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|
2020
Q2 | $27.7M | Sell |
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|
2020
Q1 | $24.7M | Sell |
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|
2019
Q4 | $35.7M | Sell |
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|
2019
Q3 | $33.4M | Sell |
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|
2019
Q2 | $34.6M | Sell |
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|
2019
Q1 | $35M | Buy |
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|
2018
Q4 | $30.7M | Sell |
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|
2018
Q3 | $37.1M | Sell |
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|
2018
Q2 | $35.7M | Sell |
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|
2018
Q1 | $37.5M | Buy |
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|
2017
Q4 | $22.2M | Sell |
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|
2017
Q3 | $36.1M | Sell |
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|
2017
Q2 | $37.2M | Sell |
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|
2017
Q1 | $38.2M | Sell |
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|
2016
Q4 | $40M | Sell |
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|
2016
Q3 | $44.6M | Sell |
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|
2016
Q2 | $56M | Sell |
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|
2016
Q1 | $61.7M | Sell |
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|
2015
Q4 | $72.4M | Sell |
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|
2015
Q3 | $75.3M | Sell |
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|
2015
Q2 | $84.5M | Sell |
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|
2015
Q1 | $94.7M | Sell |
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|
2014
Q4 | $103M | Sell |
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|
2014
Q3 | $117M | Sell |
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|
2014
Q2 | $127M | Buy |
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|
2014
Q1 | $121M | Buy |
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|
2013
Q4 | $116M | Buy |
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|
2013
Q3 | $97.5M | Sell |
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|
2013
Q2 | $94.7M | Buy |
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