ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Palisades Hudson Asset Management, L.P.'s Holding History (CIK: 0001388443)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 21,108 Value ($000) $14 Avg Close — Range —
Q3 2025
Shares 29,090 Value ($000) $19 Avg Close — Range —
Q2 2025
Shares 29,422 Value ($000) $18 Avg Close — Range —
Q1 2025
Shares 22,152 Value ($000) $12 Avg Close — Range —
Q4 2024
Shares 22,687 Value ($000) $13 Avg Close — Range —
Q3 2024
Shares 23,224 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 23,510 Value ($000) $13 Avg Close — Range —
Q1 2024
Shares 25,155 Value ($000) $13 Avg Close — Range —
Q4 2023
Shares 25,928 Value ($000) $12 Avg Close — Range —
Q3 2023
Shares 25,478 Value ($000) $11 Avg Close — Range —
Q2 2023
Shares 26,756 Value ($000) $12 Avg Close — Range —
Q1 2023
Shares 29,807 Value ($000) $12 Avg Close — Range —
Q4 2022
Shares 34,514 Value ($000) $13 Avg Close — Range —
Q3 2022
Shares 34,672 Value ($000) $12,435 Avg Close — Range —
Q2 2022
Shares 38,575 Value ($000) $14,626 Avg Close — Range —
Q1 2022
Shares 45,308 Value ($000) $20,556 Avg Close — Range —
Q4 2021
Shares 53,652 Value ($000) $25,591 Avg Close — Range —
Q3 2021
Shares 53,778 Value ($000) $23,169 Avg Close — Range —
Q2 2021
Shares 58,638 Value ($000) $25,210 Avg Close — Range —
Q1 2021
Shares 59,117 Value ($000) $23,518 Avg Close — Range —
Q4 2020
Shares 59,981 Value ($000) $22,516 Avg Close — Range —
Q3 2020
Shares 59,863 Value ($000) $20,118 Avg Close — Range —
Q2 2020
Shares 63,957 Value ($000) $19,807 Avg Close — Range —
Q1 2020
Shares 65,037 Value ($000) $16,806 Avg Close — Range —
Q4 2019
Shares 64,017 Value ($000) $20,693 Avg Close — Range —
Q3 2019
Shares 65,961 Value ($000) $19,691 Avg Close — Range —
Q2 2019
Shares 68,197 Value ($000) $20,101 Avg Close — Range —
Q1 2019
Shares 70,542 Value ($000) $20,073 Avg Close — Range —
Q4 2018
Shares 70,852 Value ($000) $17,827 Avg Close — Range —
Q3 2018
Shares 66,884 Value ($000) $19,579 Avg Close — Range —
Q2 2018
Shares 72,825 Value ($000) $19,885 Avg Close — Range —
Q1 2018
Shares 78,615 Value ($000) $20,862 Avg Close — Range —
Q4 2017
Shares 67,951 Value ($000) $18,269 Avg Close — Range —
Q3 2017
Shares 71,974 Value ($000) $18,204 Avg Close — Range —
Q2 2017
Shares 74,282 Value ($000) $18,081 Avg Close — Range —
Q1 2017
Shares 49,546 Value ($000) $11,756 Avg Close — Range —
Q4 2016
Shares 48,602 Value ($000) $10,935 Avg Close — Range —
Q3 2016
Shares 51,623 Value ($000) $11,231 Avg Close — Range —
Q2 2016
Shares 52,602 Value ($000) $11,073 Avg Close — Range —
Q1 2016
Shares 70,511 Value ($000) $14,571 Avg Close — Range —
Q4 2015
Shares 57,818 Value ($000) $11,845 Avg Close — Range —
Q3 2015
Shares 62,099 Value ($000) $11,967 Avg Close — Range —
Q2 2015
Shares 62,268 Value ($000) $12,903 Avg Close — Range —
Q1 2015
Shares 98,754 Value ($000) $20,524 Avg Close — Range —
Q4 2014
Shares 107,455 Value ($000) $22,229 Avg Close — Range —
Q3 2014
Shares 113,039 Value ($000) $22,411 Avg Close — Range —
Q2 2014
Shares 125,195 Value ($000) $24,663 Avg Close — Range —
Q1 2014
Shares 127,612 Value ($000) $24,009 Avg Close — Range —
Q4 2013
Shares 141,116 Value ($000) $26,198 Avg Close — Range —
Q3 2013
Shares 152,258 Value ($000) $25,716 Avg Close — Range —
Q2 2013
Shares 152,032 Value ($000) $24,459 Avg Close — Range —