ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Transamerica Financial Advisors, Inc.'s Holding History (CIK: 0001502149)

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

Q4 2025
Shares 16,910 Value ($000) $11,582 Avg Close — Range —
Q3 2025
Shares 15,339 Value ($000) $10,266 Avg Close — Range —
Q2 2025
Shares 13,995 Value ($000) $8,689 Avg Close — Range —
Q1 2025
Shares 14,233 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 13,587 Value ($000) $8 Avg Close — Range —
Q3 2024
Shares 12,517 Value ($000) $7 Avg Close — Range —
Q4 2023
Shares 1 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 1 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 337 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 336 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 352 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 33 Value ($000) $12 Avg Close — Range —
Q2 2022
Shares 33 Value ($000) $13 Avg Close — Range —
Q2 2020
Shares 95 Value ($000) $30 Avg Close — Range —
Q2 2019
Shares 85 Value ($000) $25 Avg Close — Range —
Q4 2018
Shares 5 Value ($000) $2 Avg Close — Range —
Q3 2018
Shares 31 Value ($000) $10 Avg Close — Range —
Q2 2018
Shares 32 Value ($000) $9 Avg Close — Range —
Q1 2018
Shares 46 Value ($000) $13 Avg Close — Range —
Q4 2017
Shares 17,156 Value ($000) $4,613 Avg Close — Range —
Q3 2017
Shares 46 Value ($000) $12 Avg Close — Range —
Q2 2017
Shares 11,069 Value ($000) $2,695 Avg Close — Range —
Q1 2017
Shares 24,071 Value ($000) $5,712 Avg Close — Range —
Q4 2016
Shares 8,580 Value ($000) $1,931 Avg Close — Range —
Q3 2016
Shares 11,483 Value ($000) $2,499 Avg Close — Range —
Q2 2016
Shares 12,796 Value ($000) $2,694 Avg Close — Range —
Q1 2016
Shares 720 Value ($000) $149 Avg Close — Range —
Q4 2015
Shares 9,419 Value ($000) $1,930 Avg Close — Range —
Q3 2015
Shares 10,177 Value ($000) $1,962 Avg Close — Range —
Q2 2015
Shares 12,874 Value ($000) $2,668 Avg Close — Range —
Q1 2015
Shares 12,774 Value ($000) $2,655 Avg Close — Range —
Q4 2014
Shares 96 Value ($000) $20 Avg Close — Range —
Q3 2014
Shares 949 Value ($000) $189 Avg Close — Range —
Q2 2014
Shares 594 Value ($000) $117 Avg Close — Range —
Q1 2014
Shares 2,346 Value ($000) $442 Avg Close — Range —
Q4 2013
Shares 1,513 Value ($000) $281 Avg Close — Range —
Q3 2013
Shares 2,105 Value ($000) $356 Avg Close — Range —
Q2 2013
Shares 1,822 Value ($000) $294 Avg Close — Range —