A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 613,456 shares of IVE stock, worth $118 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
613,456
Previous 476,687 28.69%
Holding current value
$118 Million
Previous $86.8 Million 39.41%
% of portfolio
0.81%
Previous 0.83%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$181.06 - $197.17 $24.8 Million - $27 Million
136,769 Added 28.69%
613,456 $121 Million
Q2 2024

Aug 14, 2024

BUY
$176.58 - $186.7 $83.7 Million - $88.5 Million
473,774 Added 16264.13%
476,687 $86.8 Million
Q1 2024

May 14, 2024

BUY
$171.09 - $186.81 $121,644 - $132,821
711 Added 32.29%
2,913 $544,000
Q3 2023

Nov 09, 2023

SELL
$153.33 - $166.75 $47,838 - $52,026
-312 Reduced 12.41%
2,202 $338,000
Q2 2023

Aug 08, 2023

SELL
$149.72 - $161.19 $11.1 Million - $12 Million
-74,281 Reduced 96.73%
2,514 $405,000
Q1 2023

May 11, 2023

SELL
$144.21 - $159.47 $1.05 Million - $1.16 Million
-7,260 Reduced 8.64%
76,795 $11.7 Million
Q4 2022

Jan 19, 2023

BUY
$129.68 - $151.79 $1.9 Million - $2.23 Million
14,676 Added 21.15%
84,055 $12.2 Million
Q3 2022

Nov 09, 2022

SELL
$128.52 - $150.96 $66,316 - $77,895
-516 Reduced 0.74%
69,379 $8.92 Million
Q2 2022

Aug 02, 2022

BUY
$133.27 - $158.52 $9,861 - $11,730
74 Added 0.11%
69,895 $9.61 Million
Q1 2022

Apr 22, 2022

BUY
$147.46 - $159.06 $769,003 - $829,497
5,215 Added 8.07%
69,821 $10.9 Million
Q4 2021

Feb 04, 2022

SELL
$145.8 - $156.8 $282,852 - $304,192
-1,940 Reduced 2.92%
64,606 $8.27 Million
Q3 2021

Oct 28, 2021

BUY
$143.75 - $152.0 $23,718 - $25,080
165 Added 0.25%
66,546 $9.68 Million
Q2 2021

Aug 04, 2021

BUY
$142.18 - $151.25 $259,762 - $276,333
1,827 Added 2.83%
66,381 $9.8 Million
Q1 2021

May 06, 2021

SELL
$125.98 - $142.4 $6,424 - $7,262
-51 Reduced 0.08%
64,554 $9.12 Million
Q4 2020

Feb 12, 2021

SELL
$109.93 - $128.18 $53,316 - $62,167
-485 Reduced 0.75%
64,605 $8.27 Million
Q3 2020

Nov 10, 2020

SELL
$106.77 - $118.22 $54,132 - $59,937
-507 Reduced 0.77%
65,090 $7.32 Million
Q2 2020

Aug 12, 2020

BUY
$91.94 - $119.67 $1.39 Million - $1.81 Million
15,136 Added 30.0%
65,597 $7.1 Million
Q1 2020

May 15, 2020

BUY
$82.97 - $131.79 $4.19 Million - $6.65 Million
50,461 New
50,461 $4.86 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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