UMB Bank’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 | $411M | Buy |
|
|||||
|
2025
Q1 | $344M | Buy |
|
|||||
|
2024
Q4 | $329M | Buy |
|
|||||
|
2024
Q3 | $320M | Sell |
|
|||||
|
2024
Q2 | $304M | Buy |
|
|||||
|
2024
Q1 | $286M | Buy |
|
|||||
|
2023
Q4 | $253M | Buy |
|
|||||
|
2023
Q3 | $223M | Sell |
|
|||||
|
2023
Q2 | $233M | Sell |
|
|||||
|
2023
Q1 | $221M | Sell |
|
|||||
|
2022
Q4 | $213M | Sell |
|
|||||
|
2022
Q3 | $207M | Sell |
|
|||||
|
2022
Q2 | $221M | Buy |
|
|||||
|
2022
Q1 | $261M | Sell |
|
|||||
|
2021
Q4 | $277M | Buy |
|
|||||
|
2021
Q3 | $229M | Buy |
|
|||||
|
2021
Q2 | $218M | Buy |
|
|||||
|
2021
Q1 | $201M | Buy |
|
|||||
|
2020
Q4 | $188M | Sell |
|
|||||
|
2020
Q3 | $169M | Hold |
|
|||||
|
2020
Q2 | $169M | Sell |
|
|||||
|
2020
Q1 | $143M | Sell |
|
|||||
|
2019
Q4 | $184M | Buy |
|
|||||
|
2019
Q3 | $165K | Sell |
|
|||||
|
2019
Q2 | $166K | Buy |
|
|||||
|
2019
Q1 | $159M | Buy |
|
|||||
|
2018
Q4 | $132K | Sell |
|
|||||
|
2018
Q3 | $154M | Buy |
|
|||||
|
2018
Q2 | $141M | Buy |
|
|||||
|
2018
Q1 | $136M | Buy |
|
|||||
|
2017
Q4 | $136M | Buy |
|
|||||
|
2017
Q3 | $128M | Buy |
|
|||||
|
2017
Q2 | $120M | Sell |
|
|||||
|
2017
Q1 | $118M | Buy |
|
|||||
|
2016
Q4 | $107M | Buy |
|
|||||
|
2016
Q3 | $101M | Buy |
|
|||||
|
2016
Q2 | $97.3M | Buy |
|
|||||
|
2016
Q1 | $93M | Sell |
|
|||||
|
2015
Q4 | $92.3M | Buy |
|