Prime Capital 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 | $136M | Sell |
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|
2025
Q1 | $161M | Buy |
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|
2024
Q4 | $120M | Buy |
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|
2024
Q3 | $91.1M | Buy |
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|
2024
Q2 | $84.6M | Buy |
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|
2024
Q1 | $60.8M | Sell |
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|
2023
Q4 | $57.2M | Buy |
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|
2023
Q3 | $23.8M | Buy |
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|
2023
Q2 | $24.7M | Buy |
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|
2023
Q1 | $2.33M | Sell |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $2.25M | Hold |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $1.87M | Sell |
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|
2020
Q4 | $1.98M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $889K | Buy |
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|
2018
Q4 | $780K | Buy |
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|
2018
Q3 | $675K | Buy |
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|
2018
Q2 | $298K | Buy |
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|
2018
Q1 | $177K | Buy |
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|
2017
Q4 | $170K | Buy |
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