Kovitz Investment Group Partners, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,132,878 shares of IBTH stock, worth $25.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,132,878

Previous 694,099 63.22%

Holding current value

$25.5 Million

Previous $15.6 Million 63.43%

% of portfolio

0.11%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$22.36 - $22.52 $9.81 Million - $9.88 Million	438,779 Added 63.22%	1,132,878 $25.5 Million
Q2 2025 Aug 14, 2025	BUY	$22.3 - $22.57 $1.08 Million - $1.1 Million	48,648 Added 7.54%	694,099 $15.6 Million
Q1 2025 May 13, 2025	BUY	$22.11 - $22.43 $13.8 Million - $14 Million	622,703 Added 2737.4%	645,451 $14.5 Million
Q4 2024 Aug 25, 2025	SELL	$22.1 - $22.59 $14.8 Million - $15.2 Million	-671,351 Reduced 96.72%	22,748 $505,000
Q4 2024 Feb 14, 2025	SELL	$22.1 - $22.59 $530,576 - $542,340	-24,008 Reduced 51.35%	22,748 $505,000

Q3 2024 Nov 14, 2024	BUY	$21.96 - $22.69 $1.03 Million - $1.06 Million	46,756 New	46,756 $1.06 Million

Others Institutions Holding IBTH

# of Institutions

287

Shares Held

60.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Kovitz Investment Group Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History