iShares S&P 500 Index shares owned by Kovack Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kovack Advisors
from 13F filings
Historical chart of Kovack Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Kovack Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Kovack Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $78M | 133k | 588.68 |
| 2024-09-30 | $69M | 120k | 576.82 |
| 2024-06-30 | $55M | 101k | 547.23 |
| 2024-03-31 | $78M | 148k | 525.73 |
| 2023-12-31 | $84M | 176k | 477.63 |
| 2023-09-30 | $69M | 161k | 429.43 |
| 2023-06-30 | $63M | 141k | 445.71 |
| 2023-03-31 | $65M | 159k | 411.08 |
| 2022-12-31 | $62M | 161k | 384.21 |
| 2022-09-30 | $52M | 146k | 358.65 |
| 2022-06-30 | $55M | 145k | 379.15 |
| 2022-03-31 | $66M | 144k | 453.68 |
| 2021-12-31 | $66M | 139k | 476.99 |
| 2021-09-30 | $9.1M | 21k | 430.81 |
| 2021-06-30 | $9.0M | 21k | 429.93 |
| 2021-03-31 | $8.3M | 21k | 397.82 |
| 2020-12-31 | $8.2M | 22k | 375.37 |
| 2020-09-30 | $6.9M | 21k | 336.06 |
| 2020-06-30 | $6.1M | 20k | 309.69 |
| 2020-03-31 | $4.6M | 18k | 258.41 |
| 2019-12-31 | $7.9M | 24k | 323.24 |
| 2019-09-30 | $7.4M | 25k | 298.52 |
| 2019-06-30 | $7.8M | 26k | 294.75 |
| 2019-03-31 | $6.8M | 24k | 284.54 |
| 2018-12-31 | $5.1M | 20k | 251.62 |
| 2018-09-30 | $5.6M | 19k | 292.72 |
| 2018-06-30 | $5.2M | 19k | 273.07 |
| 2018-03-31 | $4.7M | 18k | 265.35 |
| 2017-12-31 | $4.2M | 16k | 268.83 |
| 2017-09-30 | $4.0M | 16k | 252.94 |
| 2017-06-30 | $3.8M | 16k | 243.39 |
| 2017-03-31 | $2.5M | 11k | 237.30 |
| 2016-12-31 | $1.4M | 6.2k | 225.07 |
| 2016-09-30 | $1.2M | 5.3k | 217.67 |
| 2016-06-30 | $949k | 4.5k | 210.56 |
| 2016-03-31 | $928k | 4.5k | 206.64 |
| 2015-12-31 | $914k | 4.5k | 204.93 |
| 2015-09-30 | $726k | 3.8k | 192.83 |
| 2015-06-30 | $798k | 3.9k | 207.11 |
| 2015-03-31 | $795k | 3.8k | 207.79 |
| 2014-12-31 | $921k | 4.5k | 206.78 |
| 2014-09-30 | $815k | 4.1k | 198.35 |
| 2014-06-30 | $771k | 3.9k | 196.99 |
| 2014-03-31 | $462k | 2.6k | 179.07 |
| 2013-12-31 | $452k | 2.4k | 185.63 |
| 2013-09-30 | $414k | 2.4k | 169.05 |
| 2013-06-30 | $345k | 2.1k | 160.69 |
| 2013-03-31 | $345k | 2.2k | 157.25 |
| 2012-12-31 | $515k | 3.6k | 143.21 |
| 2012-09-30 | $336k | 2.3k | 144.33 |