Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.7B | Buy |
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|
2024
Q2 | $1.56B | Buy |
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|
2024
Q1 | $1.39B | Buy |
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|
2023
Q4 | $1.24B | Sell |
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|
2023
Q3 | $1.12B | Buy |
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|
2023
Q2 | $1.14B | Buy |
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|
2023
Q1 | $921M | Sell |
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|
2022
Q4 | $874M | Sell |
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|
2022
Q3 | $826M | Buy |
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|
2022
Q2 | $819M | Buy |
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|
2022
Q1 | $932M | Buy |
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|
2021
Q4 | $900M | Sell |
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|
2021
Q3 | $831M | Sell |
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|
2021
Q2 | $843M | Buy |
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|
2021
Q1 | $750M | Buy |
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|
2020
Q4 | $674M | Buy |
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|
2020
Q3 | $559M | Buy |
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|
2020
Q2 | $491M | Buy |
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|
2020
Q1 | $357M | Buy |
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|
2019
Q4 | $415M | Buy |
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|
2019
Q3 | $363M | Buy |
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|
2019
Q2 | $353M | Buy |
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|
2019
Q1 | $308M | Buy |
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|
2018
Q4 | $267M | Buy |
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|
2018
Q3 | $239M | Buy |
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|
2018
Q2 | $193M | Buy |
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|
2018
Q1 | $176M | Buy |
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|
2017
Q4 | $159M | Buy |
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|
2017
Q3 | $128M | Buy |
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|
2017
Q2 | $109M | Buy |
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|
2017
Q1 | $85.4M | Buy |
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|
2016
Q4 | $64.4M | Buy |
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|
2016
Q3 | $46.3M | Sell |
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|
2016
Q2 | $49.3M | Buy |
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|
2016
Q1 | $46.3M | Buy |
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|
2015
Q4 | $40.6M | Buy |
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|
2015
Q3 | $21.6M | Buy |
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|
2015
Q2 | $2.6M | Sell |
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|
2015
Q1 | $22.5M | Buy |
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|
2014
Q4 | $18.3M | Buy |
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|
2014
Q3 | $17.1M | Sell |
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|
2014
Q2 | $17.3M | Sell |
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|
2014
Q1 | $17M | Buy |
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|
2013
Q4 | $15M | Buy |
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|
2013
Q3 | $13M | Buy |
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|
2013
Q2 | $6.44M | Buy |
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