First Allied Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $48.6M | Buy |
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|
2020
Q2 | $43.1M | Sell |
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|
2020
Q1 | $38.6M | Buy |
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|
2019
Q4 | $44.2M | Sell |
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|
2019
Q3 | $46.2M | Sell |
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|
2019
Q2 | $46.8M | Buy |
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|
2019
Q1 | $44.5M | Sell |
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|
2018
Q4 | $40.1M | Buy |
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|
2018
Q3 | $40M | Sell |
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|
2018
Q2 | $44M | Buy |
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|
2018
Q1 | $41.2M | Buy |
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|
2017
Q4 | $38.8M | Sell |
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|
2017
Q3 | $37.7M | Buy |
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|
2017
Q2 | $28.1M | Buy |
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|
2017
Q1 | $9.94M | Buy |
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|
2016
Q4 | $7.84M | Buy |
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|
2016
Q3 | $3.91M | Buy |
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|
2016
Q2 | $3.12M | Sell |
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|
2016
Q1 | $5.79M | Sell |
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|
2015
Q4 | $7.69M | Buy |
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|
2015
Q3 | $5.51M | Sell |
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|
2015
Q2 | $6.08M | Sell |
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|
2015
Q1 | $10.9M | Sell |
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|
2014
Q4 | $13.5M | Sell |
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|
2014
Q3 | $15M | Sell |
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|
2014
Q2 | $17.3M | Sell |
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|
2014
Q1 | $28.6M | Buy |
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|
2013
Q4 | $27.8M | Buy |
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|
2013
Q3 | $2.23M | Sell |
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|
2013
Q2 | $17.8M | Buy |
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