Kovitz Investment Group Partners, LLC Ishares Core S&P 500 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 Core S&P 500 ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 572,969 shares of IVV stock, worth $387 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

572,969

Previous 477,811 19.92%

Holding current value

$387 Million

Previous $297 Million 29.26%

% of portfolio

1.62%

Previous 1.38%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$620.67 - $670.08 $59.1 Million - $63.8 Million	95,158 Added 19.92%	572,969 $383 Million
Q2 2025 Aug 14, 2025	BUY	$498.8 - $620.9 $19.7 Million - $24.5 Million	39,409 Added 8.99%	477,811 $297 Million
Q1 2025 May 13, 2025	SELL	$554.06 - $615.85 $57.6 Million - $64 Million	-103,980 Reduced 19.17%	438,402 $246 Million
Q4 2024 Aug 25, 2025	BUY	$570.51 - $610.59 $41.5 Million - $44.4 Million	72,770 Added 15.23%	550,581 $324 Million
Q4 2024 Feb 14, 2025	BUY	$570.51 - $610.59 $58.6 Million - $62.7 Million	102,682 Added 23.35%	542,382 $319 Million

Q3 2024 Nov 14, 2024	BUY	$520.18 - $576.82 $73.9 Million - $82 Million	142,124 Added 47.76%	439,700 $254 Million
Q2 2024 Aug 14, 2024	BUY	$497.53 - $549.64 $119 Million - $132 Million	239,559 Added 412.91%	297,576 $163 Million
Q1 2024 May 14, 2024	BUY	$469.56 - $525.73 $23.3 Million - $26.1 Million	49,683 Added 596.15%	58,017 $30.5 Million
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $61,469 - $71,371	149 Added 1.82%	8,334 $3.98 Million
Q3 2023 Nov 09, 2023	SELL	$427.76 - $460.18 $331,514 - $356,639	-775 Reduced 8.65%	8,185 $3.51 Million
Q2 2023 Aug 08, 2023	SELL	$406.17 - $445.71 $648,653 - $711,798	-1,597 Reduced 15.13%	8,960 $3.99 Million
Q1 2023 May 11, 2023	BUY	$381.13 - $418.66 $3.12 Million - $3.42 Million	8,179 Added 343.94%	10,557 $4.34 Million
Q4 2022 Jan 19, 2023	SELL	$357.98 - $409.32 $461,078 - $527,204	-1,288 Reduced 35.13%	2,378 $914,000
Q3 2022 Nov 09, 2022	BUY	$358.65 - $432.04 $21,160 - $25,490	59 Added 1.64%	3,666 $1.32 Million
Q2 2022 Aug 02, 2022	SELL	$366.99 - $458.8 $170,283 - $212,883	-464 Reduced 11.4%	3,607 $1.37 Million
Q1 2022 Apr 22, 2022	BUY	$418.06 - $479.84 $1 Million - $1.15 Million	2,402 Added 143.92%	4,071 $1.85 Million
Q4 2021 Feb 04, 2022	BUY	$430.29 - $479.53 $35,714 - $39,800	83 Added 5.23%	1,669 $627,000
Q3 2021 Oct 28, 2021	BUY	$426.8 - $455.27 $55,057 - $58,729	129 Added 8.85%	1,586 $683,000
Q2 2021 Aug 04, 2021	SELL	$402.08 - $429.92 $82,024 - $87,703	-204 Reduced 12.28%	1,457 $626,000
Q1 2021 May 06, 2021	SELL	$370.22 - $398.75 $2,961 - $3,190	-8 Reduced 0.48%	1,661 $661,000
Q4 2020 Feb 12, 2021	BUY	$327.62 - $375.39 $75,680 - $86,715	231 Added 16.06%	1,669 $627,000
Q3 2020 Nov 10, 2020	BUY	$311.81 - $359.24 $311 - $359	1 Added 0.07%	1,438 $483,000
Q2 2020 Aug 12, 2020	SELL	$246.8 - $324.4 $3,455 - $4,541	-14 Reduced 0.96%	1,437 $445,000
Q1 2020 May 15, 2020	BUY	$224.65 - $339.88 $325,967 - $493,165	1,451 New	1,451 $375,000
Q4 2018 Feb 14, 2019	SELL	$236.09 - $293.95 $196,426 - $244,566	-832 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$272.73 - $295.76 $121,092 - $131,317	-444 Reduced 34.8%	832 $244,000
Q2 2018 Aug 14, 2018	SELL	$259.21 - $280.89 $14,256 - $15,448	-55 Reduced 4.13%	1,276 $348,000
Q1 2018 May 15, 2018	SELL	$259.62 - $288.66 $74,510 - $82,845	-287 Reduced 17.74%	1,331 $353,000
Q4 2017 Feb 14, 2018	BUY	$253.97 - $271.47 $410,923 - $439,238	1,618	1,618 $435,000

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

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