Position history for Kovitz Investment Group Partners, LLC's holdings in ISHARES TR
Kovitz Investment Group Partners, LLC holds 290,483 shares of IVV (ISHARES TR), worth $199M as of 2025-Q4. The position was decreased (-49.3% shares). IVV represents 4.4% of Kovitz Investment Group Partners, LLC's portfolio.
Current Value
$199M
Current Shares
290,483
Total Value Change
+$35.9M
Total Shares Change
-7,093
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 290,483 |
-49.3% |
| $199M |
| 4.4% |
| $689.92 |
0 |
| 2025-Q3 | Increased | 572,969 | +19.9% | $383.5M | 1.5% | $664.41 | 58 |
| 2025-Q2 | Increased | 477,811 | +9.0% | $296.7M | 1.3% | $613.43 | 53 |
| 2025-Q1 | Decreased | 438,402 | -20.4% | $246.3M | 1.2% | $552.75 | 0 |
| 2024-Q4 | Increased | 550,581 | +25.2% | $324.4M | 1.6% | $583.48 | 60 |
| 2024-Q3 | Increased | 439,700 | +47.8% | $215.3M | 1.5% | $564.81 | 66 |
| 2024-Q2 | Increased | 297,576 | +412.9% | $163.1M | 1.4% | $536.31 | 77 |