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

Kovitz Investment Group Partners, LLC

  • $10.5 Billion
  • Q2 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 16,654 shares of IUSV stock, worth $1.58 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,654
Previous 17,319 3.84%
Holding current value
$1.58 Million
Previous $1.57 Million 6.32%
% of portfolio
0.01%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
687
Shares Held
157M
Call Options Held
0
Put Options Held
0
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
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