Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $35.1M | Buy |
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|
2022
Q2 | $31.1M | Sell |
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|
2022
Q1 | $37.4M | Sell |
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|
2021
Q4 | $44.7M | Sell |
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|
2021
Q3 | $42.8M | Buy |
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|
2021
Q2 | $41.9M | Buy |
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|
2021
Q1 | $31M | Sell |
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|
2020
Q4 | $30.2M | Buy |
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|
2020
Q3 | $18.9M | Sell |
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|
2020
Q2 | $18.4M | Sell |
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|
2020
Q1 | $24.5M | Sell |
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|
2019
Q4 | $36.5M | Buy |
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|
2019
Q3 | $32.6M | Buy |
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|
2019
Q2 | $30.6M | Buy |
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|
2019
Q1 | $29.2M | Buy |
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|
2018
Q4 | $20M | Sell |
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|
2018
Q3 | $23.1M | Buy |
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|
2018
Q2 | $15.9M | Sell |
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|
2018
Q1 | $33.4M | Buy |
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|
2017
Q4 | $22.5M | Sell |
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|
2017
Q3 | $23.2M | Buy |
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|
2017
Q2 | $8.95M | Sell |
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|
2017
Q1 | $62.7M | Buy |
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|
2016
Q4 | $2.79M | Buy |
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|
2016
Q3 | $2.51M | Sell |
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|
2016
Q2 | $3.7M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.33M | Buy |
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|
2014
Q3 | $472K | Sell |
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|
2014
Q2 | $920K | Buy |
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