Kovitz Investment Group Partners, LLC Ishares Core S&P U.S. Value Et Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 17,838 shares of IUSV stock, worth $1.63 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,838
Previous 16,654 7.11%
Holding current value
$1.63 Million
Previous $1.47 Million 16.09%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$87.56 - $95.49 $103,671 - $113,060
1,184 Added 7.11%
17,838 $1.7 Million
Q2 2024

Aug 14, 2024
SELL
$85.39 - $90.42 $56,784 - $60,129
-665 Reduced 3.84%
16,654 $1.47 Million
Q1 2024

May 14, 2024
SELL
$82.87 - $90.44 $2.61 Million - $2.85 Million
-31,503 Reduced 64.53%
17,319 $1.57 Million
Q4 2023

Feb 07, 2024
BUY
$71.48 - $84.61 $2.91 Million - $3.45 Million
40,737 Added 503.86%
48,822 $4.12 Million
Q3 2023

Nov 09, 2023
SELL
$74.38 - $81.04 $20,975 - $22,853
-282 Reduced 3.37%
8,085 $603,000
Q2 2023

Aug 08, 2023
SELL
$72.65 - $78.26 $17,871 - $19,251
-246 Reduced 2.86%
8,367 $654,000
Q1 2023

May 11, 2023
SELL
$70.21 - $77.86 $255,704 - $283,566
-3,642 Reduced 29.72%
8,613 $635,000
Q4 2022

Jan 19, 2023
BUY
$63.23 - $73.93 $24,722 - $28,906
391 Added 3.3%
12,255 $866,000
Q3 2022

Nov 09, 2022
BUY
$62.61 - $73.64 $48,147 - $56,629
769 Added 6.93%
11,864 $743,000
Q2 2022

Aug 02, 2022
SELL
$64.88 - $77.18 $12,716 - $15,127
-196 Reduced 1.74%
11,095 $742,000
Q1 2022

Apr 22, 2022
BUY
$71.81 - $77.49 $433,445 - $467,729
6,036 Added 114.86%
11,291 $857,000
Q4 2021

Feb 04, 2022
BUY
$71.13 - $76.45 $51,640 - $55,502
726 Added 16.03%
5,255 $327,000
Q1 2021

May 06, 2021
SELL
$61.28 - $69.6 $44,489 - $50,529
-726 Reduced 13.82%
4,529 $312,000
Q4 2020

Feb 12, 2021
BUY
$53.17 - $62.19 $82,998 - $97,078
1,561 Added 42.26%
5,255 $327,000
Q3 2020

Nov 10, 2020
BUY
$51.46 - $57.08 $190,093 - $210,853
3,694 New
3,694 $201,000
Q1 2020

May 15, 2020
SELL
$39.87 - $63.83 $1.44 Million - $2.3 Million
-36,053 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$55.95 - $63.08 $2.02 Million - $2.27 Million
36,053 New
36,053 $2.27 Million
Q1 2019

May 15, 2019
SELL
$48.21 - $55.66 $579,484 - $669,033
-12,020 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$46.36 - $56.72 $557,247 - $681,774
12,020 New
12,020 $590,000

Others Institutions Holding IUSV

# of Institutions
730
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
View Full List

About ISHARES CORE S&P U.S. VALUE ET

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email