LPL Financial’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 | $5.78B | Sell |
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|
2025
Q1 | $5.95B | Buy |
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|
2024
Q4 | $6B | Buy |
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|
2024
Q3 | $5.2B | Buy |
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|
2024
Q2 | $4.91B | Sell |
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|
2024
Q1 | $4.77B | Sell |
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|
2023
Q4 | $4.68B | Buy |
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|
2023
Q3 | $3.85B | Buy |
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|
2023
Q2 | $3.59B | Buy |
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|
2023
Q1 | $3.25B | Sell |
|
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|
2022
Q4 | $3.07B | Buy |
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|
2022
Q3 | $2.83B | Buy |
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|
2022
Q2 | $2.86B | Buy |
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|
2022
Q1 | $3.25B | Buy |
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|
2021
Q4 | $2.87B | Buy |
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|
2021
Q3 | $2.4B | Buy |
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|
2021
Q2 | $2.05B | Buy |
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|
2021
Q1 | $1.86B | Sell |
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|
2020
Q4 | $1.78B | Buy |
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|
2020
Q3 | $1.49B | Buy |
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|
2020
Q2 | $1.28B | Sell |
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|
2020
Q1 | $1.14B | Buy |
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|
2019
Q4 | $1.38B | Buy |
|
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|
2019
Q3 | $1.22B | Buy |
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|
2019
Q2 | $1.14B | Sell |
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|
2019
Q1 | $1.11B | Sell |
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|
2018
Q4 | $1.06B | Buy |
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|
2018
Q3 | $1.2B | Buy |
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|
2018
Q2 | $1.05B | Buy |
|
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|
2018
Q1 | $991M | Buy |
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|
2017
Q4 | $842M | Buy |
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|
2017
Q3 | $758M | Buy |
|
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|
2017
Q2 | $688M | Buy |
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|
2017
Q1 | $9.85M | Buy |
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|
2016
Q4 | $8.53M | Buy |
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|
2016
Q3 | $7.79M | Sell |
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|
2016
Q2 | $7.87M | Sell |
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|
2016
Q1 | $455M | Buy |
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|
2015
Q4 | $416M | Buy |
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|
2015
Q3 | $203M | Sell |
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|
2015
Q2 | $217M | Sell |
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|
2015
Q1 | $220M | Buy |
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|
2014
Q4 | $207M | Buy |
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|
2014
Q3 | $176M | Buy |
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|
2014
Q2 | $156M | Buy |
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|
2014
Q1 | $144M | Sell |
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|
2013
Q4 | $149M | Sell |
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|
2013
Q3 | $142M | Sell |
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|
2013
Q2 | $147M | Buy |
|