Kovitz Investment Group Partners, LLC Ishares Barclays Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,265,159 shares of IEF stock, worth $122 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

1,265,159

Previous 1,285,818 1.61%

Holding current value

$122 Million

Previous $123 Million 0.9%

% of portfolio

0.52%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$93.91 - $97.26 $1.94 Million - $2.01 Million	-20,659 Reduced 1.61%	1,265,159 $122 Million
Q2 2025 Aug 14, 2025	SELL	$93.15 - $96.56 $7.93 Million - $8.22 Million	-85,093 Reduced 6.21%	1,285,818 $123 Million
Q1 2025 May 13, 2025	BUY	$91.17 - $95.39 $5.88 Million - $6.15 Million	64,467 Added 4.93%	1,370,911 $131 Million
Q4 2024 Aug 25, 2025	BUY	$92.08 - $98.18 $1.9 Million - $2.03 Million	20,626 Added 1.6%	1,306,444 $121 Million
Q4 2024 Feb 14, 2025	BUY	$92.08 - $98.18 $14.7 Million - $15.7 Million	159,727 Added 13.93%	1,306,444 $121 Million

Q3 2024 Nov 14, 2024	BUY	$92.67 - $99.14 $91.3 Million - $97.6 Million	984,731 Added 607.91%	1,146,717 $113 Million
Q2 2024 Aug 14, 2024	BUY	$91.24 - $94.6 $12.8 Million - $13.2 Million	139,925 Added 634.26%	161,986 $15.2 Million
Q1 2024 May 14, 2024	BUY	$93.54 - $96.82 $2.06 Million - $2.14 Million	22,061 New	22,061 $2.09 Million

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Kovitz Investment Group Partners, LLC Ishares Barclays Transaction History