Kovitz Investment Group Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 103,686 shares of IBDR stock, worth $2.46 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
103,686
Previous 135,898
23.7%
Holding current value
$2.46 Million
Previous $3.23 Million
23.71%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio