EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13.7M | Sell |
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|
2023
Q3 | $18.7M | Buy |
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|
2023
Q2 | $6.82M | Buy |
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|
2023
Q1 | $3.4M | Buy |
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|
2022
Q4 | $2.7M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $2.98M | Buy |
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|
2022
Q1 | $3.28M | Sell |
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|
2021
Q4 | $3.74M | Buy |
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|
2021
Q3 | $3.17M | Buy |
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|
2021
Q2 | $2.76M | Buy |
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|
2021
Q1 | $2.44M | Buy |
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|
2020
Q4 | $2.14M | Buy |
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|
2020
Q3 | $1.84M | Sell |
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|
2020
Q2 | $2.52M | Buy |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $1.24M | Sell |
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|
2019
Q1 | $1.43M | Buy |
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|
2018
Q4 | $674K | Buy |
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