Pinnacle Financial Partners’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
Q1 | $37.3M | Buy |
65,516
+3,510
| +6% | +$2M | 0.75% | 25 |
|
|
2024
Q4 | $36.3M | Sell |
62,006
-952
| -2% | -$557K | 0.73% | 23 |
|
|
2024
Q3 | $36.3M | Buy |
62,958
+6,032
| +11% | +$3.48M | 0.73% | 24 |
|
|
2024
Q2 | $30.7M | Buy |
56,926
+2,721
| +5% | +$1.47M | 0.66% | 30 |
|
|
2024
Q1 | $28.5M | Sell |
54,205
-3,264
| -6% | -$1.72M | 0.62% | 38 |
|
|
2023
Q4 | $27.4M | Sell |
57,469
-5,116
| -8% | -$2.44M | 0.65% | 32 |
|
|
2023
Q3 | $26.9M | Buy |
62,585
+1,345
| +2% | +$578K | 0.69% | 30 |
|
|
2023
Q2 | $27.3M | Buy |
61,240
+4,315
| +8% | +$1.92M | 0.68% | 30 |
|
|
2023
Q1 | $23.4M | Buy |
56,925
+2,406
| +4% | +$989K | 0.63% | 39 |
|
|
2022
Q4 | $20.9M | Buy |
54,519
+15,470
| +40% | +$5.94M | 0.6% | 42 |
|
|
2022
Q3 | $14M | Buy |
39,049
+5,939
| +18% | +$2.13M | 0.51% | 60 |
|
|
2022
Q2 | $12.6M | Buy |
33,110
+1,507
| +5% | +$571K | 0.45% | 70 |
|
|
2022
Q1 | $14.3M | Buy |
31,603
+1,082
| +4% | +$491K | 0.45% | 63 |
|
|
2021
Q4 | $14.6M | Buy |
30,521
+542
| +2% | +$259K | 0.45% | 67 |
|
|
2021
Q3 | $12.9M | Buy |
29,979
+1,374
| +5% | +$592K | 0.46% | 69 |
|
|
2021
Q2 | $12.3M | Buy |
28,605
+73
| +0.3% | +$31.4K | 0.5% | 67 |
|
|
2021
Q1 | $11.1M | Sell |
28,532
-8,505
| -23% | -$3.32M | 0.5% | 65 |
|
|
2020
Q4 | $13.6M | Buy |
37,037
+7,818
| +27% | +$2.87M | 0.67% | 41 |
|
|
2020
Q3 | $9.82M | Buy |
29,219
+582
| +2% | +$196K | 0.53% | 55 |
|
|
2020
Q2 | $8.87M | Buy |
28,637
+1,907
| +7% | +$591K | 0.51% | 55 |
|
|
2020
Q1 | $6.91M | Sell |
26,730
-5,810
| -18% | -$1.5M | 0.48% | 61 |
|
|
2019
Q4 | $10.5M | Buy |
32,540
+2,144
| +7% | +$693K | 0.65% | 46 |
|
|
2019
Q3 | $9.07M | Buy |
30,396
+50
| +0.2% | +$14.9K | 0.65% | 46 |
|
|
2019
Q2 | $8.95M | Sell |
30,346
-417
| -1% | -$123K | 0.67% | 42 |
|
|
2019
Q1 | $8.75M | Sell |
30,763
-6,187
| -17% | -$1.76M | 0.71% | 43 |
|
|
2018
Q4 | $9.3M | Sell |
36,950
-1,563
| -4% | -$393K | 0.88% | 30 |
|
|
2018
Q3 | $11.3M | Buy |
38,513
+1,206
| +3% | +$353K | 0.95% | 22 |
|
|
2018
Q2 | $10.2M | Buy |
37,307
+6,964
| +23% | +$1.9M | 0.97% | 22 |
|
|
2018
Q1 | $8.05M | Buy |
30,343
+11,683
| +63% | +$3.1M | 0.82% | 33 |
|
|
2017
Q4 | $5.02M | Buy |
18,660
+3,526
| +23% | +$948K | 0.53% | 53 |
|
|
2017
Q3 | $3.83M | Buy |
15,134
+1,292
| +9% | +$327K | 0.49% | 62 |
|
|
2017
Q2 | $3.37M | Buy |
13,842
+9,816
| +244% | +$2.39M | 0.48% | 65 |
|
|
2017
Q1 | $956K | Buy |
4,026
+424
| +12% | +$101K | 0.19% | 129 |
|
|
2016
Q4 | $811K | Sell |
3,602
-1,264
| -26% | -$285K | 0.18% | 137 |
|
|
2016
Q3 | $1.06M | Buy |
4,866
+1,213
| +33% | +$263K | 0.24% | 123 |
|
|
2016
Q2 | $793K | Sell |
3,653
-52
| -1% | -$11.3K | 0.18% | 131 |
|
|
2016
Q1 | $766K | Buy |
3,705
+1,188
| +47% | +$246K | 0.2% | 132 |
|
|
2015
Q4 | $516K | Buy |
2,517
+414
| +20% | +$84.9K | 0.16% | 150 |
|
|
2015
Q3 | $405K | Buy |
2,103
+207
| +11% | +$39.9K | 0.13% | 155 |
|
|
2015
Q2 | $393K | Hold |
1,896
| – | – | 0.12% | 150 |
|
|
2015
Q1 | $394K | Hold |
1,896
| – | – | 0.13% | 155 |
|
|
2014
Q4 | $392K | Buy |
1,896
+721
| +61% | +$149K | 0.14% | 152 |
|
|
2014
Q3 | $233K | Hold |
1,175
| – | – | 0.09% | 168 |
|
|
2014
Q2 | $231K | Hold |
1,175
| – | – | 0.09% | 170 |
|
|
2014
Q1 | $221K | Hold |
1,175
| – | – | 0.1% | 159 |
|
|
2013
Q4 | $218K | Buy |
+1,175
| New | +$218K | 0.1% | 148 |
|