J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $554M | Sell |
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|
2023
Q2 | $643M | Sell |
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|
2023
Q1 | $743M | Sell |
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|
2022
Q4 | $703M | Buy |
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|
2022
Q3 | $557M | Buy |
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|
2022
Q2 | $569M | Sell |
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|
2022
Q1 | $681M | Sell |
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|
2021
Q4 | $721M | Buy |
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|
2021
Q3 | $621M | Buy |
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|
2021
Q2 | $577M | Buy |
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|
2021
Q1 | $495M | Sell |
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|
2020
Q4 | $483M | Buy |
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|
2020
Q3 | $418M | Buy |
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|
2020
Q2 | $377M | Buy |
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|
2020
Q1 | $312M | Buy |
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|
2019
Q4 | $385M | Buy |
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|
2019
Q3 | $343M | Buy |
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|
2019
Q2 | $311M | Buy |
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|
2019
Q1 | $297M | Sell |
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|
2018
Q4 | $281M | Buy |
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|
2018
Q3 | $272M | Buy |
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|
2018
Q2 | $241M | Buy |
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|
2018
Q1 | $204M | Buy |
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|
2017
Q4 | $190M | Buy |
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|
2017
Q3 | $152M | Buy |
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|
2017
Q2 | $132M | Buy |
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|
2017
Q1 | $119M | Buy |
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|
2016
Q4 | $101M | Buy |
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|
2016
Q3 | $78.9M | Buy |
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|
2016
Q2 | $72.9M | Buy |
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|
2016
Q1 | $66M | Buy |
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|
2015
Q4 | $59.4M | Buy |
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|
2015
Q3 | $49.1M | Buy |
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|
2015
Q2 | $50.4M | Buy |
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|
2015
Q1 | $47M | Buy |
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|
2014
Q4 | $42.7M | Buy |
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|
2014
Q3 | $36M | Buy |
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|
2014
Q2 | $32.8M | Buy |
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|
2014
Q1 | $29.9M | Buy |
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|
2013
Q4 | $26.3M | Buy |
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|
2013
Q3 | $21.9M | Buy |
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|
2013
Q2 | $20.2M | Buy |
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