NBT Bank’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
Q3 | $5.38M | Sell |
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|
2025
Q2 | $4.98M | Sell |
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|
2025
Q1 | $4.57M | Buy |
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|
2024
Q4 | $4.75M | Sell |
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|
2024
Q3 | $4.8M | Buy |
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|
2024
Q2 | $4.5M | Sell |
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|
2024
Q1 | $4.76M | Buy |
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|
2023
Q4 | $3.79M | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Sell |
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|
2018
Q2 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $293K | Hold |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $265K | Sell |
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|
2017
Q1 | $265K | Hold |
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|
2016
Q4 | $252K | Sell |
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|
2016
Q3 | $249K | Hold |
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|
2016
Q2 | $241K | Hold |
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|
2016
Q1 | $236K | Hold |
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|
2015
Q4 | $234K | Buy |
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