Pinnacle Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.08M | Sell |
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|
2025
Q2 | $7.69M | Sell |
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|
2025
Q1 | $8.31M | Sell |
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|
2024
Q4 | $8.85M | Buy |
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|
2024
Q3 | $9.02M | Sell |
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|
2024
Q2 | $8.82M | Sell |
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|
2024
Q1 | $9.54M | Sell |
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|
2023
Q4 | $9.05M | Sell |
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|
2023
Q3 | $8.25M | Buy |
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|
2023
Q2 | $8.56M | Buy |
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|
2023
Q1 | $7.92M | Buy |
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|
2022
Q4 | $7.25M | Buy |
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|
2022
Q3 | $6.1M | Buy |
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|
2022
Q2 | $6.46M | Buy |
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|
2022
Q1 | $7.17M | Buy |
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|
2021
Q4 | $6.75M | Buy |
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|
2021
Q3 | $5.9M | Buy |
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|
2021
Q2 | $5.59M | Buy |
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|
2021
Q1 | $5.18M | Buy |
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|
2020
Q4 | $4.59M | Buy |
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|
2020
Q3 | $3.97M | Buy |
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|
2020
Q2 | $3.63M | Buy |
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|
2020
Q1 | $2.92M | Sell |
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|
2019
Q4 | $4.87M | Buy |
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|
2019
Q3 | $4.03M | Buy |
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|
2019
Q2 | $3.73M | Buy |
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|
2019
Q1 | $3.47M | Sell |
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|
2018
Q4 | $3.36M | Buy |
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|
2018
Q3 | $3.53M | Buy |
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|
2018
Q2 | $2.42M | Buy |
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|
2018
Q1 | $2.29M | Buy |
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|
2017
Q4 | $1.95M | Buy |
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|
2017
Q3 | $938K | Buy |
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|
2017
Q2 | $864K | Sell |
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|
2017
Q1 | $891K | Buy |
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|
2016
Q4 | $845K | Sell |
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|
2016
Q3 | $941K | Hold |
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|
2016
Q2 | $939K | Buy |
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|
2016
Q1 | $809K | Buy |
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|
2015
Q4 | $747K | Buy |
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|
2015
Q3 | $675K | Sell |
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|
2015
Q2 | $760K | Buy |
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|
2015
Q1 | $753K | Sell |
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|
2014
Q4 | $896K | Buy |
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|
2014
Q3 | $842K | Sell |
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|
2014
Q2 | $873K | Sell |
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|
2014
Q1 | $842K | Sell |
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|
2013
Q4 | $865K | Sell |
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|
2013
Q3 | $805K | Sell |
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|
2013
Q2 | $785K | Buy |
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