Ownership history in Kovack Advisors, Inc. · 32 quarters on record
This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in ISHARES TR CORE S&P500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 89,099 | +51,070 | +134.3% | 2.91% | $38.0M | $683.12 |
| 2025 Q3 | REDUCED | 38,029 | -28,022 | -42.4% | 2.40% | $25.5M | $665.17 |
| 2025 Q2 | REDUCED | 66,051 | -45,121 | -40.6% | 4.02% | $41.0M | $615.21 |
| 2025 Q1 | REDUCED | 111,172 | -22,014 | -16.5% | 6.61% | $62.5M | $555.02 |
As of 2025 Q4 — sorted by position size