Kovitz Investment Group Partners, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 104,008 shares of IBMO stock, worth $2.66 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
104,008
Previous 69,052 50.62%
Holding current value
$2.66 Million
Previous $1.77 Million 50.82%
% 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
$25.58 - $25.72 $894,174 - $899,068
34,956 Added 50.62%
104,008 $2.67 Million
Q2 2025

Aug 14, 2025
BUY
$25.32 - $25.63 $656,496 - $664,534
25,928 Added 60.12%
69,052 $1.77 Million
Q1 2025

May 13, 2025
BUY
$25.45 - $25.6 $1.1 Million - $1.1 Million
43,124 New
43,124 $1.1 Million

Others Institutions Holding IBMO

# of Institutions
201
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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  • Ticker IBMO
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