Ingalls & Snyder LLC’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 | $11.8M | Buy |
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|
2025
Q1 | $9.45M | Buy |
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|
2024
Q4 | $913K | Buy |
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|
2024
Q3 | $798K | Buy |
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|
2024
Q2 | $638K | Hold |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $968K | Buy |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $456K | Sell |
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|
2022
Q3 | $470K | Hold |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $625K | Hold |
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|
2021
Q2 | $623K | Buy |
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|
2021
Q1 | $566K | Sell |
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|
2020
Q4 | $603K | Hold |
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|
2020
Q3 | $540K | Buy |
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|
2020
Q2 | $413K | Hold |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $414K | Hold |
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|
2019
Q3 | $382K | Sell |
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|
2019
Q2 | $385K | Buy |
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|
2019
Q1 | $355K | Hold |
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|
2018
Q4 | $314K | Hold |
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|
2018
Q3 | $365K | Buy |
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