Position history for D.A. DAVIDSON & CO.'s holdings in ISHARES TR
D.A. DAVIDSON & CO. holds 176,187 shares of IVV (ISHARES TR), worth $115.1M as of 2026-Q1. The position was increased (+3.6% shares). IVV represents 0.7% of D.A. DAVIDSON & CO.'s portfolio.
Current Value
$115.1M
Current Shares
176,187
Total Value Change
+$12.8M
Total Shares Change
-10,780
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 176,187 |
+3.6% |
| $115.1M |
| 0.7% |
| $683.37 |
44 |
| 2025-Q4 | 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 |