Choate Investment Advisors’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
Q2 | $1.65B | Sell |
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|
2025
Q1 | $1.55B | Sell |
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|
2024
Q4 | $1.66B | Buy |
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|
2024
Q3 | $1.59B | Buy |
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|
2024
Q2 | $1.49B | Buy |
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|
2024
Q1 | $1.4B | Buy |
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|
2023
Q4 | $1.16B | Buy |
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|
2023
Q3 | $859M | Buy |
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|
2023
Q2 | $862M | Buy |
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|
2023
Q1 | $588M | Buy |
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|
2022
Q4 | $327M | Buy |
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|
2022
Q3 | $300M | Sell |
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|
2022
Q2 | $337M | Sell |
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|
2022
Q1 | $415M | Sell |
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|
2021
Q4 | $456M | Sell |
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|
2021
Q3 | $432M | Sell |
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|
2021
Q2 | $477M | Sell |
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|
2021
Q1 | $471M | Sell |
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|
2020
Q4 | $457M | Sell |
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|
2020
Q3 | $427M | Sell |
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|
2020
Q2 | $412M | Sell |
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|
2020
Q1 | $377M | Sell |
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|
2019
Q4 | $507M | Sell |
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|
2019
Q3 | $476M | Sell |
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|
2019
Q2 | $476M | Sell |
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|
2019
Q1 | $475M | Buy |
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|
2018
Q4 | $416M | Sell |
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|
2018
Q3 | $611M | Buy |
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|
2018
Q2 | $483M | Sell |
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|
2018
Q1 | $497M | Sell |
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|
2017
Q4 | $520M | Buy |
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|
2017
Q3 | $485M | Sell |
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|
2017
Q2 | $474M | Sell |
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|
2017
Q1 | $471M | Sell |
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|
2016
Q4 | $455M | Sell |
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|
2016
Q3 | $450M | Sell |
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|
2016
Q2 | $444M | Sell |
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|
2016
Q1 | $441M | Buy |
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|
2015
Q4 | $39.2M | Sell |
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|
2015
Q3 | $375M | Buy |
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|
2015
Q2 | $390M | Buy |
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|
2015
Q1 | $377M | Buy |
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|
2014
Q4 | $362M | Buy |
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|
2014
Q3 | $332M | Buy |
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|
2014
Q2 | $319M | Buy |
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|
2014
Q1 | $289M | Buy |
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|
2013
Q4 | $264M | Buy |
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|
2013
Q3 | $226M | Buy |
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|
2013
Q2 | $208M | Buy |
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