FineMark National Bank & Trust’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 | $140M | Buy |
|
|||||
|
2025
Q1 | $126M | Buy |
|
|||||
|
2024
Q4 | $132M | Buy |
|
|||||
|
2024
Q3 | $128M | Buy |
|
|||||
|
2024
Q2 | $121M | Buy |
|
|||||
|
2024
Q1 | $110M | Buy |
|
|||||
|
2023
Q4 | $98.5M | Buy |
|
|||||
|
2023
Q3 | $82.4M | Buy |
|
|||||
|
2023
Q2 | $80.6M | Buy |
|
|||||
|
2023
Q1 | $73.8M | Buy |
|
|||||
|
2022
Q4 | $66.8M | Buy |
|
|||||
|
2022
Q3 | $53.4M | Buy |
|
|||||
|
2022
Q2 | $52.9M | Buy |
|
|||||
|
2022
Q1 | $60.2M | Buy |
|
|||||
|
2021
Q4 | $60.1M | Buy |
|
|||||
|
2021
Q3 | $50.3M | Sell |
|
|||||
|
2021
Q2 | $51.7M | Buy |
|
|||||
|
2021
Q1 | $45.7M | Buy |
|
|||||
|
2020
Q4 | $41.5M | Buy |
|
|||||
|
2020
Q3 | $35.5M | Buy |
|
|||||
|
2020
Q2 | $32.4M | Sell |
|
|||||
|
2020
Q1 | $32.7M | Sell |
|
|||||
|
2019
Q4 | $42.8M | Buy |
|
|||||
|
2019
Q3 | $38.3M | Buy |
|
|||||
|
2019
Q2 | $36M | Buy |
|
|||||
|
2019
Q1 | $33.2M | Buy |
|
|||||
|
2018
Q4 | $27.6M | Buy |
|
|||||
|
2018
Q3 | $12.3M | Buy |
|
|||||
|
2018
Q2 | $7.13M | Buy |
|
|||||
|
2018
Q1 | $6.16M | Sell |
|
|||||
|
2017
Q4 | $6.49M | Sell |
|
|||||
|
2017
Q3 | $6.27M | Sell |
|
|||||
|
2017
Q2 | $6.29M | Sell |
|
|||||
|
2017
Q1 | $6.53M | Buy |
|
|||||
|
2016
Q4 | $6M | Sell |
|
|||||
|
2016
Q3 | $6.24M | Sell |
|
|||||
|
2016
Q2 | $6.17M | Buy |
|
|||||
|
2016
Q1 | $6.01M | Sell |
|
|||||
|
2015
Q4 | $6.45M | Sell |
|
|||||
|
2015
Q3 | $6.33M | Sell |
|
|||||
|
2015
Q2 | $6.84M | Buy |
|
|||||
|
2015
Q1 | $5.47M | Buy |
|
|||||
|
2014
Q4 | $5.16M | Buy |
|
|||||
|
2014
Q3 | $4.69M | Buy |
|
|||||
|
2014
Q2 | $4.24M | Buy |
|
|||||
|
2014
Q1 | $3.33M | Buy |
|
|||||
|
2013
Q4 | $3.19M | Buy |
|
|||||
|
2013
Q3 | $2.51M | Buy |
|
|||||
|
2013
Q2 | $2.25M | Buy |
|