Edge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $38M | Buy |
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|
2024
Q3 | $36.5M | Buy |
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|
2024
Q2 | $33.9M | Buy |
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|
2024
Q1 | $30.8M | Buy |
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|
2023
Q4 | $24.3M | Sell |
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|
2023
Q3 | $24.5M | Buy |
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|
2023
Q2 | $23.6M | Sell |
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|
2023
Q1 | $21.8M | Buy |
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|
2022
Q4 | $12.3M | Sell |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $13M | Sell |
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|
2022
Q1 | $15.8M | Sell |
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|
2021
Q4 | $21.3M | Buy |
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|
2021
Q3 | $18.7M | Sell |
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|
2021
Q2 | $18.8M | Sell |
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|
2021
Q1 | $17.6M | Sell |
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|
2020
Q4 | $19.6M | Sell |
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|
2020
Q3 | $18.3M | Sell |
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|
2020
Q2 | $20.3M | Buy |
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|
2020
Q1 | $14.2M | Buy |
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|
2019
Q4 | $12.2M | Buy |
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|
2019
Q3 | $8.55M | Buy |
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|
2019
Q2 | $6.73M | Buy |
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|
2019
Q1 | $5.63M | Sell |
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|
2018
Q4 | $5.34M | Buy |
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