Perennial Investment Advisors’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 | $8.49M | Sell |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $14.6M | Buy |
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|
2024
Q3 | $13.4M | Buy |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | $5.45M | Sell |
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|
2023
Q3 | $5.17M | Buy |
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|
2023
Q2 | $5.16M | Buy |
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|
2023
Q1 | $4.67M | Buy |
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|
2022
Q4 | $2.72M | Sell |
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|
2022
Q3 | $2.75M | Buy |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $3.33M | Buy |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $2.19M | Sell |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $928K | Buy |
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|
2020
Q1 | $242K | Sell |
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|
2019
Q4 | $318K | Buy |
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