Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $308M | Buy |
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|
2019
Q3 | $296M | Buy |
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|
2019
Q2 | $216M | Sell |
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|
2019
Q1 | $226M | Sell |
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|
2018
Q4 | $226M | Buy |
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|
2018
Q3 | $144M | Buy |
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|
2018
Q2 | $114M | Hold |
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|
2018
Q1 | $114M | Buy |
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|
2017
Q4 | $101M | Buy |
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|
2017
Q3 | $80.7M | Buy |
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|
2017
Q2 | $65.5M | Buy |
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|
2017
Q1 | $43.4M | Buy |
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|
2016
Q4 | $35.7M | Buy |
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|
2016
Q3 | $20.3M | Sell |
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|
2016
Q2 | $19.7M | Sell |
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|
2016
Q1 | $19.7M | Sell |
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|
2015
Q4 | $24.8M | Buy |
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|
2015
Q3 | $16M | Sell |
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|
2015
Q2 | $26.1M | Sell |
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|
2015
Q1 | $32.4M | Sell |
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|
2014
Q4 | $35.5M | Sell |
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|
2014
Q3 | $40.2M | Sell |
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|
2014
Q2 | $47.3M | Sell |
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|
2014
Q1 | $90.1M | Sell |
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|
2013
Q4 | $91.3M | Buy |
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|
2013
Q3 | $15.5M | Sell |
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|
2013
Q2 | $62.6M | Buy |
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