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IVV icon

Tiedemann Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Tiedemann Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$16.8M Buy
38,946
+522
+1% +$233K 0.72% 20
2023
Q2 		$17.1M Sell
38,424
-711
-2% -$300K 0.73% 19
2023
Q1 		$16.1M Sell
39,135
-2,066
-5% -$828K 0.73% 23
2022
Q4 		$15.8M Buy
41,201
+2,060
+5% +$795K 0.76% 20
2022
Q3 		$14M Sell
39,141
-5,665
-13% -$2.26M 0.85% 19
2022
Q2 		$17M Sell
44,806
-653
-1% -$269K 1.28% 15
2022
Q1 		$20.6M Buy
45,459
+511
+1% +$229K 1.05% 16
2021
Q4 		$21.4M Sell
44,948
-40
-0.1% -$18.4K 1.05% 17
2021
Q3 		$19.4M Sell
44,988
-15,961
-26% -$7.07M 1.03% 15
2021
Q2 		$26.2M Sell
60,949
-379
-0.6% -$159K 1.05% 18
2021
Q1 		$24.4M Buy
61,328
+3,701
+6% +$1.43M 1.07% 17
2020
Q4 		$21.6M Sell
57,627
-1,179
-2% -$420K 1.05% 17
2020
Q3 		$19.8M Sell
58,806
-3,168
-5% -$1.05M 0.95% 17
2020
Q2 		$19.2M Sell
61,974
-26,191
-30% -$7.69M 1.02% 18
2020
Q1 		$22.8M Buy
88,165
+18,714
+27% +$5.73M 1.47% 15
2019
Q4 		$22.4M Sell
69,451
-1,639
-2% -$507K 1.08% 25
2019
Q3 		$21.2M Sell
71,090
-5,463
-7% -$1.62M 1.02% 26
2019
Q2 		$22.6M Buy
76,553
+9,805
+15% +$2.84M 1.13% 21
2019
Q1 		$19M Sell
66,748
-12,751
-16% -$3.49M 0.9% 28
2018
Q4 		$20M Buy
79,499
+5,262
+7% +$1.43M 1.02% 22
2018
Q3 		$21.8M Sell
74,237
-129
-0.2% -$37K 1.29% 17
2018
Q2 		$20.4M Buy
74,366
+1,222
+2% +$332K 1.3% 16
2018
Q1 		$19.4M Buy
73,144
+8,261
+13% +$2.27M 1.33% 15
2017
Q4 		$17.4M Buy
64,883
+22,126
+52% +$5.79M 1.33% 20
2017
Q3 		$9.3M Buy
42,757
+945
+2% +$235K 0.84% 25
2017
Q2 		$10.2M Sell
41,812
-634
-1% -$153K 0.74% 24
2017
Q1 		$10.1M Buy
42,446
+151
+0.4% +$35.3K 0.84% 26
2016
Q4 		$9.52M Buy
+42,295
New +$9.3M 0.95% 23

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tiedemann Advisors's IVV Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q3 2023, buying an estimated $233K and bringing the position to 38,946 shares worth $16.8M. The position accounts for 0.72% of the portfolio, ranked #20.

Tiedemann Advisors first reported a position in IVV in Q4 2016 and has held it in 28 quarters since. The position peaked at $26.2M in Q2 2021. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

  • Tiedemann Advisors held 38,946 shares of iShares Core S&P 500 ETF worth $16.8M as of Q3 2023.
  • Tiedemann Advisors bought 522 iShares Core S&P 500 ETF shares in Q3 2023, an estimated $233K.
  • iShares Core S&P 500 ETF made up 0.72% of Tiedemann Advisors's portfolio in Q3 2023, its #20 holding.
  • Tiedemann Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's iShares Core S&P 500 ETF position peaked at $26.2M in Q2 2021.
  • 2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.