Sabal Trust’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
Q1 | $709K | Sell |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $681K | Sell |
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|
2024
Q2 | $659K | Sell |
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|
2024
Q1 | $673K | Sell |
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|
2023
Q4 | $905K | Buy |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $371K | Hold |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $408K | Hold |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $272K | Hold |
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|
2020
Q3 | $243K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $383K | Buy |
|