CIBC Private Wealth Group’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 | $285M | Buy |
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|
2025
Q2 | $264M | Sell |
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|
2025
Q1 | $214M | Sell |
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|
2024
Q4 | $283M | Sell |
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|
2024
Q3 | $279M | Buy |
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|
2024
Q2 | $241M | Sell |
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|
2024
Q1 | $227M | Buy |
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|
2023
Q4 | $206M | Sell |
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|
2023
Q3 | $185M | Sell |
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|
2023
Q2 | $195M | Sell |
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|
2023
Q1 | $132M | Sell |
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|
2022
Q4 | $53.7M | Sell |
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|
2022
Q3 | $165M | Sell |
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|
2022
Q2 | $174M | Sell |
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|
2022
Q1 | $211M | Sell |
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|
2021
Q4 | $222M | Buy |
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|
2021
Q3 | $69.5M | Sell |
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|
2021
Q2 | $202M | Sell |
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|
2021
Q1 | $190M | Sell |
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|
2020
Q4 | $184M | Sell |
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|
2020
Q3 | $169M | Buy |
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|
2020
Q2 | $42.9M | Sell |
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|
2020
Q1 | $145M | Buy |
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|
2019
Q4 | $59.4M | Sell |
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|
2019
Q3 | $55.1M | Sell |
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|
2019
Q2 | $55.8M | Buy |
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|
2019
Q1 | $52.8M | Buy |
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|
2018
Q4 | $46.3M | Buy |
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|
2018
Q3 | $52.5M | Sell |
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|
2018
Q2 | $50.5M | Sell |
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|
2018
Q1 | $50M | Sell |
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|
2017
Q4 | $53.2M | Sell |
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|
2017
Q3 | $54.8M | Buy |
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|
2017
Q2 | $44.2M | Sell |
|
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|
2017
Q1 | $63.9M | Sell |
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|
2016
Q4 | $66M | Buy |
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|
2016
Q3 | $28.8M | Buy |
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|
2016
Q2 | $25.1M | Buy |
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|
2016
Q1 | $21.8M | Sell |
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|
2015
Q4 | $28.4M | Buy |
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|
2015
Q3 | $20.7M | Buy |
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|
2015
Q2 | $14.9M | Sell |
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|
2015
Q1 | $15.3M | Sell |
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|
2014
Q4 | $24.8M | Buy |
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|
2014
Q3 | $14.6M | Buy |
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|
2014
Q2 | $14.3M | Buy |
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|
2014
Q1 | $12.3M | Buy |
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