Kovitz Investment Group Partners, LLC Ishares S&P 500 Value ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

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 717,964 shares of IVE stock, worth $150 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
717,964
Previous 714,381 0.5%
Holding current value
$150 Million
Previous $140 Million 6.2%
% of portfolio
0.63%
Previous 0.65%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$194.44 - $206.51 $696,678 - $739,925
3,583 Added 0.5%
717,964 $148 Million
Q2 2025

Aug 14, 2025
BUY
$168.34 - $195.42 $20.5 Million - $23.7 Million
121,503 Added 20.49%
714,381 $140 Million
Q1 2025

May 13, 2025
BUY
$185.78 - $198.58 $581,491 - $621,555
3,130 Added 0.53%
592,878 $113 Million
Q4 2024

Aug 25, 2025
SELL
$189.5 - $206.17 $23.2 Million - $25.3 Million
-122,572 Reduced 17.16%
591,809 $113 Million
Q4 2024

Feb 14, 2025
SELL
$189.5 - $206.17 $4.49 Million - $4.89 Million
-23,708 Reduced 3.86%
589,748 $113 Million
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

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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