HighTower Advisors’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 | $1.59B | Buy |
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|
2025
Q1 | $1.44B | Buy |
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|
2024
Q4 | $1.36B | Buy |
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|
2024
Q3 | $1.32B | Buy |
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|
2024
Q2 | $1.23B | Buy |
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|
2024
Q1 | $1.15B | Buy |
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|
2023
Q4 | $1.05B | Buy |
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|
2023
Q3 | $911M | Buy |
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|
2023
Q2 | $861M | Buy |
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|
2023
Q1 | $752M | Sell |
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|
2022
Q4 | $713M | Buy |
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|
2022
Q3 | $637M | Buy |
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|
2022
Q2 | $629M | Buy |
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|
2022
Q1 | $712M | Buy |
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|
2021
Q4 | $723M | Buy |
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|
2021
Q3 | $584M | Buy |
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|
2021
Q2 | $263M | Sell |
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|
2021
Q1 | $250M | Buy |
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|
2020
Q4 | $218M | Buy |
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|
2020
Q3 | $166M | Buy |
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|
2020
Q2 | $145M | Sell |
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|
2020
Q1 | $124M | Buy |
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|
2019
Q4 | $115M | Buy |
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|
2019
Q3 | $104M | Buy |
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|
2019
Q2 | $91.5M | Buy |
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|
2019
Q1 | $76M | Buy |
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|
2018
Q4 | $63.3M | Buy |
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|
2018
Q3 | $50.6M | Buy |
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|
2018
Q2 | $41.7M | Sell |
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|
2018
Q1 | $42.2M | Buy |
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|
2017
Q4 | $34.5M | Sell |
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|
2017
Q3 | $53.1M | Sell |
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|
2017
Q2 | $53.6M | Buy |
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|
2017
Q1 | $43.1M | Buy |
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|
2016
Q4 | $38.5M | Buy |
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|
2016
Q3 | $33M | Buy |
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|
2016
Q2 | $31M | Sell |
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|
2016
Q1 | $53.7M | Buy |
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|
2015
Q4 | $37.8M | Buy |
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|
2015
Q3 | $24.2M | Sell |
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|
2015
Q2 | $26.6M | Buy |
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|
2015
Q1 | $6.22M | Sell |
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|
2014
Q4 | $14M | Buy |
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|
2014
Q3 | $7.36M | Buy |
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|
2014
Q2 | $2.85M | Sell |
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|
2014
Q1 | $3.44M | Sell |
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|
2013
Q4 | $5.38M | Buy |
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|
2013
Q3 | $3.09M | Sell |
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|
2013
Q2 | $4.51M | Buy |
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