Kovitz Investment Group Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 13,511 shares of ESGD stock, worth $1.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,511

Previous 11,271 19.87%

Holding current value

$1.28 Million

Previous $1.01 Million 24.98%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$87.05 - $93.19 $194,992 - $208,745	2,240 Added 19.87%	13,511 $1.26 Million
Q2 2025 Aug 14, 2025	SELL	$73.02 - $90.22 $53,523 - $66,131	-733 Reduced 6.11%	11,271 $1.01 Million
Q1 2025 May 13, 2025	BUY	$75.32 - $84.77 $38,111 - $42,893	506 Added 4.4%	12,004 $980,000
Q4 2024 Aug 25, 2025	BUY	$75.65 - $83.47 $17,172 - $18,947	227 Added 2.01%	11,498 $875,000
Q4 2024 Feb 14, 2025	SELL	$75.65 - $83.47 $450,193 - $496,729	-5,951 Reduced 34.11%	11,498 $875,000

Q3 2024 Nov 14, 2024	BUY	$75.63 - $84.89 $874,434 - $981,498	11,562 Added 196.4%	17,449 $1.47 Million
Q2 2024 Aug 14, 2024	BUY	$76.22 - $82.36 $448,707 - $484,853	5,887 New	5,887 $463,000

Others Institutions Holding ESGD

# of Institutions

755

Shares Held

96.4M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Kovitz Investment Group Partners, LLC Ishares Trust Ishares Esg Awar Transaction History