Kovitz Investment Group Partners, LLC Ishares Tr 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 stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 340,512 shares of IDV stock, worth $13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
340,512
Previous 442,463 23.04%
Holding current value
$13 Million
Previous $15.3 Million 18.49%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 10, 2025
SELL
$34.54 - $37.28 $3.52 Million - $3.8 Million
-101,951 Reduced 23.04%
340,512 $12.4 Million
Q2 2025

Aug 14, 2025
BUY
$27.79 - $34.84 $8.34 Million - $10.5 Million
300,063 Added 210.72%
442,463 $15.3 Million
Q1 2025

May 13, 2025
BUY
$27.0 - $31.7 $3.14 Million - $3.69 Million
116,369 Added 447.04%
142,400 $4.42 Million
Q4 2024

Aug 25, 2025
SELL
$27.03 - $29.92 $11.3 Million - $12.5 Million
-416,432 Reduced 94.12%
26,031 $712,000
Q4 2024

Feb 14, 2025
SELL
$27.03 - $29.92 $12,082 - $13,374
-447 Reduced 1.69%
26,031 $712,000
Q3 2024

Nov 14, 2024
BUY
$27.62 - $30.64 $731,322 - $811,285
26,478 New
26,478 $800,000
Q1 2020

May 15, 2020
SELL
$19.58 - $34.05 $309,364 - $537,990
-15,800 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$29.79 - $33.61 $21,150 - $23,863
-710 Reduced 4.3%
15,800 $530,000
Q3 2019

Nov 14, 2019
SELL
$30.41 - $31.26 $47,287 - $48,609
-1,555 Reduced 8.61%
16,510 $508,000
Q2 2019

Aug 14, 2019
SELL
N/A
-210 Reduced 1.15%
18,065 $555,000
Q1 2019

May 15, 2019
BUY
N/A
18,275 New
18,275 $564,000

Others Institutions Holding IDV

# of Institutions
583
Shares Held
91.5M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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