ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,146 Value ($000) $1,509 Avg Close — Range —
Q3 2025
Shares 340,808 Value ($000) $49,639 Avg Close — Range —
Q2 2025
Shares 337,836 Value ($000) $45,621 Avg Close — Range —
Q1 2025
Shares 320,803 Value ($000) $39,141 Avg Close — Range —
Q4 2024
Shares 347,068 Value ($000) $44,641 Avg Close — Range —
Q3 2024
Shares 344,622 Value ($000) $43,018 Avg Close — Range —
Q2 2024
Shares 241,972 Value ($000) $28,742 Avg Close — Range —
Q1 2024
Shares 235,639 Value ($000) $27,169 Avg Close — Range —
Q4 2023
Shares 270,287 Value ($000) $28,442 Avg Close — Range —
Q3 2023
Shares 279,278 Value ($000) $26,305 Avg Close — Range —
Q2 2023
Shares 294,553 Value ($000) $28,819 Avg Close — Range —
Q1 2023
Shares 229,263 Value ($000) $21 Avg Close — Range —