Ownership history in KPP Advisory Services LLC · 9 quarters on record
This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in ISHARES CORE (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 | REDUCED | 30,737 | -2,773 | -8.3% | 3.06% | $21.1M | $683.12 |
| 2025 Q3 | REDUCED | 33,510 | -1,825 | -5.2% | 3.32% | $22.4M | $665.17 |
| 2025 Q2 | ADDED | 35,335 | +516 | +1.5% | 5.47% | $21.9M | $615.21 |
| 2025 Q1 | ADDED | 34,819 | +33,463 | +2467.8% | 3.71% | $19.6M | $555.02 |
As of 2025 Q4 — sorted by position size