Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Sell |
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|
2025
Q1 | $8M | Buy |
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|
2024
Q4 | $8M | Buy |
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|
2024
Q3 | $7.22M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1K | Hold |
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|
2023
Q3 | $1K | Sell |
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|
2023
Q2 | $150K | Buy |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $135K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $30K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $25K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $10K | Sell |
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|
2018
Q2 | $9K | Sell |
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|
2018
Q1 | $13K | Sell |
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|
2017
Q4 | $4.61M | Buy |
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|
2017
Q3 | $12K | Sell |
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|
2017
Q2 | $2.69M | Sell |
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|
2017
Q1 | $5.71M | Buy |
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|
2016
Q4 | $1.93M | Sell |
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|
2016
Q3 | $2.5M | Sell |
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|
2016
Q2 | $2.69M | Buy |
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|
2016
Q1 | $149K | Sell |
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|
2015
Q4 | $1.93M | Sell |
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|
2015
Q3 | $1.96M | Sell |
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|
2015
Q2 | $2.67M | Buy |
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|
2015
Q1 | $2.65M | Buy |
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|
2014
Q4 | $20K | Sell |
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|
2014
Q3 | $189K | Buy |
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|
2014
Q2 | $117K | Sell |
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|
2014
Q1 | $442K | Buy |
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|
2013
Q4 | $281K | Sell |
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|
2013
Q3 | $356K | Buy |
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|
2013
Q2 | $294K | Buy |
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