Kovitz Investment Group Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Kovitz Investment Group Partners, LLC

$28.6 Billion
Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 137,590 shares of ITOT stock, worth $16.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

137,590

Previous 137,590 -0.0%

Holding current value

$16.1 Million

Previous $17.7 Million -0.0%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$124.26 - $134.12 $25.7 Million - $27.8 Million	-207,032 Reduced 60.08%	137,590 $17.7 Million
Q3 2024 Nov 14, 2024	BUY	$113.41 - $125.62 $11.6 Million - $12.9 Million	102,650 Added 42.42%	344,622 $43.3 Million
Q2 2024 Aug 14, 2024	BUY	$108.78 - $119.23 $688,903 - $755,083	6,333 Added 2.69%	241,972 $28.7 Million
Q1 2024 May 14, 2024	SELL	$103.16 - $115.3 $3.57 Million - $3.99 Million	-34,648 Reduced 12.82%	235,639 $27.2 Million
Q4 2023 Feb 07, 2024	SELL	$90.04 - $105.69 $809,549 - $950,258	-8,991 Reduced 3.22%	270,287 $28.4 Million
Q3 2023 Nov 09, 2023	SELL	$93.72 - $101.39 $1.43 Million - $1.55 Million	-15,275 Reduced 5.19%	279,278 $26.3 Million
Q2 2023 Aug 08, 2023	BUY	$89.03 - $97.84 $5.81 Million - $6.39 Million	65,290 Added 28.48%	294,553 $28.8 Million
Q1 2023 May 11, 2023	BUY	$84.12 - $93.15 $19.3 Million - $21.4 Million	229,263 New	229,263 $20.8 Million

Others Institutions Holding ITOT

# of Institutions

1,562

Shares Held

313M

Call Options Held

53K

Put Options Held

29.4K

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About ISHARES CORE S&P TOTAL U.S. ST

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Kovitz Investment Group Partners, LLC Ishares Core S&P Total U.S. St Transaction History