Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $219M | Sell |
|
|||||
|
2021
Q2 | $226M | Sell |
|
|||||
|
2021
Q1 | $211M | Sell |
|
|||||
|
2020
Q4 | $201M | Sell |
|
|||||
|
2020
Q3 | $185M | Sell |
|
|||||
|
2020
Q2 | $175M | Buy |
|
|||||
|
2020
Q1 | $134M | Sell |
|
|||||
|
2019
Q4 | $169M | Buy |
|
|||||
|
2019
Q3 | $151M | Buy |
|
|||||
|
2019
Q2 | $145M | Buy |
|
|||||
|
2019
Q1 | $131M | Buy |
|
|||||
|
2018
Q4 | $115M | Buy |
|
|||||
|
2018
Q3 | $133M | Buy |
|
|||||
|
2018
Q2 | $113M | Buy |
|
|||||
|
2018
Q1 | $110M | Sell |
|
|||||
|
2017
Q4 | $113M | Sell |
|
|||||
|
2017
Q3 | $107M | Buy |
|
|||||
|
2017
Q2 | $93.9M | Buy |
|
|||||
|
2017
Q1 | $52.3M | Sell |
|
|||||
|
2016
Q4 | $50.6M | Sell |
|
|||||
|
2016
Q3 | $54.5M | Sell |
|
|||||
|
2016
Q2 | $53M | Sell |
|
|||||
|
2016
Q1 | $54.1M | Sell |
|
|||||
|
2015
Q4 | $54.4M | Sell |
|
|||||
|
2015
Q3 | $53.5M | Buy |
|
|||||
|
2015
Q2 | $57.2M | Sell |
|
|||||
|
2015
Q1 | $58.1M | Sell |
|
|||||
|
2014
Q4 | $58.8M | Sell |
|
|||||
|
2014
Q3 | $56.5M | Sell |
|
|||||
|
2014
Q2 | $58.2M | Sell |
|
|||||
|
2014
Q1 | $56.6M | Sell |
|
|||||
|
2013
Q4 | $57.5M | Sell |
|
|||||
|
2013
Q3 | $53.5M | Sell |
|
|||||
|
2013
Q2 | $52M | Buy |
|