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iShares S&P 500 Index shares owned by Kovitz Investment Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kovitz Investment Group from 13F filings

Historical chart of Kovitz Investment Group investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Kovitz Investment Group 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 Kovitz Investment Group

Quarter filed Position value Share count Share price at filing
2015-12-31 $1.0M 5.0k 204.86
2015-09-30 $993k 5.2k 192.67
2015-06-30 $1.3M 6.2k 207.18
2015-03-31 $1.4M 7.0k 207.79
2014-12-31 $463k 2.2k 206.79
2014-03-31 $209k 1.3k 157.50
2013-06-30 $204k 1.3k 160.76
2013-03-31 $209k 1.3k 157.50