iShares S&P 500 Index shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $215M | 440k | 489.75 |
| 2024-06-30 | $163M | 298k | 548.04 |
| 2024-03-31 | $31M | 58k | 525.73 |
| 2023-12-31 | $4.0M | 8.3k | 477.61 |
| 2023-09-30 | $3.5M | 8.2k | 429.42 |
| 2023-06-30 | $4.0M | 9.0k | 445.71 |
| 2023-03-31 | $4.3M | 11k | 411.10 |
| 2022-12-31 | $914k | 2.4k | 384.36 |
| 2022-09-30 | $1.3M | 3.7k | 358.70 |
| 2022-06-30 | $1.4M | 3.6k | 378.99 |
| 2022-03-31 | $1.8M | 4.1k | 453.70 |
| 2021-12-31 | $627k | 1.7k | 375.67 |
| 2021-09-30 | $683k | 1.6k | 430.64 |
| 2021-06-30 | $661k | 1.7k | 397.95 |
| 2021-03-31 | $661k | 1.7k | 397.95 |
| 2020-12-31 | $627k | 1.7k | 375.67 |
| 2020-09-30 | $483k | 1.4k | 335.88 |
| 2020-06-30 | $445k | 1.4k | 309.67 |
| 2020-03-31 | $375k | 1.5k | 258.44 |
| 2018-09-30 | $244k | 832 | 293.27 |
| 2018-06-30 | $348k | 1.3k | 272.73 |
| 2018-03-31 | $353k | 1.3k | 265.21 |
| 2017-12-31 | $435k | 1.6k | 268.85 |
| 2017-03-31 | $268k | 1.1k | 237.17 |
| 2016-12-31 | $400k | 1.8k | 224.85 |
| 2016-09-30 | $474k | 2.2k | 217.53 |
| 2016-06-30 | $501k | 2.4k | 210.59 |
| 2016-03-31 | $538k | 2.6k | 206.61 |
More positions owned by Kovitz Investment Group Partners
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