Kovitz Investment Group Partners, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 62,116 shares of IBDT stock, worth $1.58 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
62,116
Previous 61,416 1.14%
Holding current value
$1.58 Million
Previous $1.56 Million 1.54%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$25.24 - $25.56 $17,668 - $17,892
700 Added 1.14%
62,116 $1.59 Million
Q2 2025

Aug 14, 2025
SELL
$24.94 - $25.42 $159,715 - $162,789
-6,404 Reduced 9.44%
61,416 $1.56 Million
Q1 2025

May 13, 2025
BUY
$24.79 - $25.26 $1.68 Million - $1.71 Million
67,820 New
67,820 $1.71 Million

Others Institutions Holding IBDT

# of Institutions
411
Shares Held
95.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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