Sumitomo Mitsui Trust Group’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 | $182M | Sell |
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|
2025
Q1 | $205M | Buy |
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|
2024
Q4 | $190M | Sell |
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|
2024
Q3 | $212M | Buy |
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|
2024
Q2 | $130M | Buy |
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|
2024
Q1 | $86M | Buy |
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|
2023
Q4 | $71.4M | Sell |
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|
2023
Q3 | $134M | Buy |
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|
2023
Q2 | $106M | Buy |
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|
2023
Q1 | $69.3M | Buy |
|
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|
2022
Q4 | $49.2M | Sell |
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|
2022
Q3 | $78.6M | Buy |
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|
2022
Q2 | $49.2M | Buy |
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|
2022
Q1 | $44.3M | Sell |
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|
2021
Q4 | $82.8M | Buy |
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|
2021
Q3 | $53.8M | Buy |
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|
2021
Q2 | $28.7M | Sell |
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|
2021
Q1 | $30.3M | Sell |
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|
2020
Q4 | $54.1M | Buy |
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|
2020
Q3 | $43M | Buy |
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|
2020
Q2 | $31.4M | Buy |
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|
2020
Q1 | $16.7M | Sell |
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|
2019
Q4 | $23.8M | Sell |
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|
2019
Q3 | $27.3M | Sell |
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|
2019
Q2 | $27.6M | Buy |
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|
2019
Q1 | $19.7M | Sell |
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|
2018
Q4 | $17.6M | Sell |
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|
2018
Q3 | $24.3M | Buy |
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|
2018
Q2 | $12.8M | Sell |
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|
2018
Q1 | $12.5M | Sell |
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|
2017
Q4 | $13.7M | Sell |
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|
2017
Q3 | $13.3M | Sell |
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|
2017
Q2 | $13.7M | Buy |
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|
2017
Q1 | $3.08M | Buy |
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|
2016
Q4 | $2.63M | Buy |
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|
2016
Q3 | $1.72M | Buy |
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|
2016
Q2 | $1.54M | Buy |
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|
2016
Q1 | $1.28M | Hold |
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|
2015
Q4 | $1.28M | Buy |
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|
2015
Q3 | $1.12M | Sell |
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|
2015
Q2 | $1.26M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.82M | Buy |
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|
2014
Q3 | $1.39M | Sell |
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|
2014
Q2 | $2.24M | Buy |
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|
2014
Q1 | $647K | Sell |
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|
2013
Q4 | $1.93M | Buy |
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|
2013
Q3 | $1.27M | Sell |
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|
2013
Q2 | $1.28M | Buy |
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