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Meitav Investment House’s iShares Core S&P 500 ETF IVV Stock Holding History

Meitav Investment House’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-435,874
Closed -$208M – 289
2023
Q4 		$208M Buy
435,874
+90,598
+26% +$40.6M 3.06% 6
2023
Q3 		$150M Buy
345,276
+1,094
+0.3% +$489K 2.43% 8
2023
Q2 		$152M Buy
344,182
+143,138
+71% +$60.3M 2.44% 7
2023
Q1 		$81.5M Buy
201,044
+15,563
+8% +$6.24M 1.41% 17
2022
Q4 		$71.6M Buy
185,481
+2,801
+2% +$1.08M 1.23% 17
2022
Q3 		$66.5M Buy
182,680
+3,741
+2% +$1.49M 1.17% 16
2022
Q2 		$67.3M Buy
178,939
+33,848
+23% +$13.9M 1.15% 19
2022
Q1 		$65.4M Buy
145,091
+29,566
+26% +$13.2M 0.97% 29
2021
Q4 		$55.1M Sell
115,525
-44,759
-28% -$20.6M 0.9% 34
2021
Q3 		$69.1M Sell
160,284
-70,908
-31% -$31.4M 1.13% 24
2021
Q2 		$99.4M Buy
231,192
+143,523
+164% +$60.1M 2.54% 5
2021
Q1 		$34.9K Sell
87,669
-76,570
-47% -$29.6M 0.98% 29
2020
Q4 		$61.7M Buy
164,239
+89,410
+119% +$31.8M 2.41% 3
2020
Q3 		$25.1M Buy
74,829
+47,650
+175% +$15.9M 1.25% 31
2020
Q2 		$8.42M Buy
27,179
+18,165
+202% +$5.33M 0.5% 62
2020
Q1 		$2.33M Buy
9,014
+1,820
+25% +$558K 0.17% 83
2019
Q4 		$2.33M Sell
7,194
-223,944
-97% -$69.3M 0.17% 69
2019
Q3 		$69.4M Buy
231,138
+23,556
+11% +$7M 4.98% 5
2019
Q2 		$61.2M Sell
207,582
-212,405
-51% -$61.6M 4.07% 5
2019
Q1 		$120M Buy
419,987
+218,299
+108% +$59.7M 6.7% 1
2018
Q4 		$50.8M Buy
201,688
+199,038
+7,511% +$54.1M 3.14% 5
2018
Q3 		$776K Hold
2,650
– – 0.04% 235
2018
Q2 		$723K Sell
2,650
-501,138
-99% -$136M 0.03% 285
2018
Q1 		$134M Buy
503,788
+292,168
+138% +$80.3M 6.8% 1
2017
Q4 		$56.8M Buy
+211,620
New +$55.4M 3.32% 5

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meitav Investment House's IVV Position: Q1 2024 in Review

Meitav Investment House sold out of iShares Core S&P 500 ETF (IVV) in Q1 2024, closing a stake of 435,874 shares — an estimated $208M sold.

Meitav Investment House first reported a position in IVV in Q4 2017 and held it in 25 quarters. The position peaked at $208M in Q4 2023. 3,081 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • Meitav Investment House reported no remaining iShares Core S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 435,874 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $208M.
  • Meitav Investment House first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 25 quarters.
  • Meitav Investment House's iShares Core S&P 500 ETF position peaked at $208M in Q4 2023.
  • 3,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.