Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.8M | Buy |
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|
2023
Q2 | $17.1M | Sell |
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|
2023
Q1 | $16.1M | Sell |
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|
2022
Q4 | $15.8M | Buy |
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|
2022
Q3 | $14M | Sell |
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|
2022
Q2 | $17M | Sell |
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|
2022
Q1 | $20.6M | Buy |
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|
2021
Q4 | $21.4M | Sell |
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|
2021
Q3 | $19.4M | Sell |
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|
2021
Q2 | $26.2M | Sell |
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|
2021
Q1 | $24.4M | Buy |
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|
2020
Q4 | $21.6M | Sell |
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|
2020
Q3 | $19.8M | Sell |
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|
2020
Q2 | $19.2M | Sell |
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|
2020
Q1 | $22.8M | Buy |
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|
2019
Q4 | $22.4M | Sell |
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|
2019
Q3 | $21.2M | Sell |
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|
2019
Q2 | $22.6M | Buy |
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|
2019
Q1 | $19M | Sell |
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|
2018
Q4 | $20M | Buy |
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|
2018
Q3 | $21.8M | Sell |
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|
2018
Q2 | $20.4M | Buy |
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|
2018
Q1 | $19.4M | Buy |
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|
2017
Q4 | $17.4M | Buy |
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|
2017
Q3 | $9.3M | Buy |
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|
2017
Q2 | $10.2M | Sell |
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|
2017
Q1 | $10.1M | Buy |
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|
2016
Q4 | $9.52M | Buy |
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