Position history for D.A. DAVIDSON & CO.'s holdings in ISHARES TR
D.A. DAVIDSON & CO. holds 170,089 shares of IVV (ISHARES TR), worth $116.5M as of 2025-Q4. The position was increased (++0.5% shares). IVV represents 0.7% of D.A. DAVIDSON & CO.'s portfolio.
Current Value
$116.5M
Current Shares
170,089
Total Value Change
+$14.2M
Total Shares Change
-16,878
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 170,089 |
+0.5% |
| $116.5M |
| 0.7% |
| $689.92 |
42 |
| 2025-Q3 | Decreased | 169,174 | -0.1% | $113.2M | 0.7% | $664.41 | 0 |
| 2025-Q2 | Decreased | 169,281 | -1.3% | $105.1M | 0.7% | $613.43 | 0 |
| 2025-Q1 | Decreased | 171,515 | -2.4% | $96.4M | 0.8% | $552.75 | 0 |
| 2024-Q4 | Decreased | 175,733 | -0.4% | $103.5M | 0.8% | $583.48 | 0 |
| 2024-Q3 | Decreased | 176,376 | -5.7% | $101.7M | 0.8% | $564.81 | 0 |
| 2024-Q2 | Increased | 186,967 | +1.4% | $102.3M | 0.9% | $536.31 | 43 |