Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $15.7M | Buy |
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|
2021
Q2 | $14.8M | Sell |
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|
2021
Q1 | $14.1M | Buy |
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|
2020
Q4 | $12.5M | Sell |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $8.88M | Sell |
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|
2020
Q1 | $9.06M | Buy |
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|
2019
Q4 | $11M | Buy |
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|
2019
Q3 | $8.72M | Buy |
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|
2019
Q2 | $6.71M | Buy |
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|
2019
Q1 | $6.19M | Buy |
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|
2018
Q4 | $2.82M | Sell |
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|
2018
Q3 | $5.05M | Buy |
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|
2018
Q2 | $3.74M | Buy |
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|
2018
Q1 | $3.4M | Buy |
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|
2017
Q4 | $2.89M | Buy |
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|
2017
Q3 | $1.24M | Sell |
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|
2017
Q2 | $2.46M | Buy |
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|
2017
Q1 | $1.42M | Buy |
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|
2016
Q4 | $957K | Buy |
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|
2016
Q3 | $663K | Buy |
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|
2016
Q2 | $562K | Sell |
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|
2016
Q1 | $723K | Buy |
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|
2015
Q4 | $499K | Buy |
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|
2015
Q3 | $283K | Sell |
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|
2015
Q2 | $741K | Buy |
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|
2015
Q1 | $511K | Buy |
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|
2014
Q4 | $332K | Buy |
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|
2014
Q3 | $297K | Buy |
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