Migdal Insurance & Financial Holdings’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
3,342
+306
| +10% | +$190K | 0.02% | 118 |
|
|
2025
Q1 | $1.71M | Sell |
3,036
-331
| -10% | -$186K | 0.02% | 123 |
|
|
2024
Q4 | $1.98M | Sell |
3,367
-460
| -12% | -$271K | 0.03% | 114 |
|
|
2024
Q3 | $2.21M | Sell |
3,827
-734
| -16% | -$423K | 0.04% | 107 |
|
|
2024
Q2 | $2.5M | Sell |
4,561
-844
| -16% | -$463K | 0.04% | 113 |
|
|
2024
Q1 | $2.84M | Sell |
5,405
-180
| -3% | -$94.6K | 0.05% | 102 |
|
|
2023
Q4 | $2.67M | Sell |
5,585
-235
| -4% | -$112K | 0.05% | 104 |
|
|
2023
Q3 | $2.5M | Hold |
5,820
| – | – | 0.05% | 106 |
|
|
2023
Q2 | $2.56M | Sell |
5,820
-1,995
| -26% | -$877K | 0.06% | 108 |
|
|
2023
Q1 | $3.16M | Buy |
7,815
+1,201
| +18% | +$486K | 0.07% | 96 |
|
|
2022
Q4 | $2.53M | Hold |
6,614
| – | – | 0.06% | 96 |
|
|
2022
Q3 | $2.43M | Sell |
6,614
-1,577
| -19% | -$579K | 0.05% | 104 |
|
|
2022
Q2 | $3.12M | Buy |
8,191
+215
| +3% | +$81.9K | 0.07% | 86 |
|
|
2022
Q1 | $3.67M | Sell |
7,976
-702
| -8% | -$323K | 0.06% | 111 |
|
|
2021
Q4 | $4.16M | Buy |
8,678
+2,218
| +34% | +$1.06M | 0.04% | 135 |
|
|
2021
Q3 | $2.78M | Buy |
6,460
+154
| +2% | +$66.3K | 0.03% | 158 |
|
|
2021
Q2 | $2.71M | Buy |
6,306
+6,264
| +14,914% | +$2.69M | 0.03% | 166 |
|
|
2021
Q1 | $17K | Hold |
42
| – | – | ﹤0.01% | 617 |
|
|
2020
Q4 | $16K | Hold |
42
| – | – | ﹤0.01% | 605 |
|
|
2020
Q3 | $14K | Sell |
42
-55
| -57% | -$18.3K | ﹤0.01% | 633 |
|
|
2020
Q2 | $30K | Sell |
97
-175
| -64% | -$54.1K | ﹤0.01% | 587 |
|
|
2020
Q1 | $70K | Sell |
272
-178
| -40% | -$45.8K | ﹤0.01% | 436 |
|
|
2019
Q4 | $145K | Hold |
450
| – | – | ﹤0.01% | 451 |
|
|
2019
Q3 | $134K | Hold |
450
| – | – | ﹤0.01% | 519 |
|
|
2019
Q2 | $133K | Sell |
450
-870
| -66% | -$257K | ﹤0.01% | 531 |
|
|
2019
Q1 | $376K | Hold |
1,320
| – | – | 0.01% | 337 |
|
|
2018
Q4 | $333K | Sell |
1,320
-63
| -5% | -$15.9K | 0.01% | 303 |
|
|
2018
Q3 | $407K | Sell |
1,383
-1,437
| -51% | -$423K | 0.01% | 421 |
|
|
2018
Q2 | $774K | Sell |
2,820
-140
| -5% | -$38.4K | 0.02% | 274 |
|
|
2018
Q1 | $786K | Sell |
2,960
-31
| -1% | -$8.23K | 0.02% | 246 |
|
|
2017
Q4 | $804K | Sell |
2,991
-1,659
| -36% | -$446K | 0.02% | 201 |
|
|
2017
Q3 | $1.18M | Sell |
4,650
-2,151
| -32% | -$544K | 0.03% | 187 |
|
|
2017
Q2 | $1.66M | Hold |
6,801
| – | – | 0.04% | 156 |
|
|
2017
Q1 | $1.61M | Sell |
6,801
-72,019
| -91% | -$17.1M | 0.04% | 151 |
|
|
2016
Q4 | $17.7M | Sell |
78,820
-15,386
| -16% | -$3.46M | 0.45% | 49 |
|
|
2016
Q3 | $20.5M | Sell |
94,206
-57,780
| -38% | -$12.6M | 0.59% | 36 |
|
|
2016
Q2 | $32M | Sell |
151,986
-30,328
| -17% | -$6.38M | 0.88% | 29 |
|
|
2016
Q1 | $37.7M | Sell |
182,314
-2,832
| -2% | -$585K | 1.15% | 24 |
|
|
2015
Q4 | $38M | Buy |
+185,146
| New | +$38M | 1.08% | 29 |
|