Kovitz Investment Group Partners, LLC Ishares S&P Midcap 400 Value E Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 13,922 shares of IJJ stock, worth $1.78 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,922
Previous 14,760 5.68%
Holding current value
$1.78 Million
Previous $1.82 Million 1.04%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
SELL
$122.57 - $132.57 $102,713 - $111,093
-838 Reduced 5.68%
13,922 $1.81 Million
Q2 2025

Aug 14, 2025
SELL
$103.88 - $123.68 $152,391 - $181,438
-1,467 Reduced 9.04%
14,760 $1.82 Million
Q1 2025

May 13, 2025
SELL
$117.4 - $131.02 $43,790 - $48,870
-373 Reduced 2.25%
16,227 $1.94 Million
Q4 2024

Aug 25, 2025
BUY
$121.89 - $135.52 $224,277 - $249,356
1,840 Added 12.47%
16,600 $2.07 Million
Q4 2024

Feb 14, 2025
BUY
$121.89 - $135.52 $618,347 - $687,492
5,073 Added 44.01%
16,600 $2.07 Million
Q3 2024

Nov 14, 2024
BUY
$111.9 - $124.28 $162,702 - $180,703
1,454 Added 14.43%
11,527 $1.42 Million
Q2 2024

Aug 14, 2024
BUY
$109.44 - $118.4 $1.1 Million - $1.19 Million
10,073 New
10,073 $1.14 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,261 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-1,070 Reduced 32.12%
2,261 $366,000
Q1 2018

May 15, 2018
SELL
N/A
-500 Reduced 13.05%
3,331 $515,000
Q4 2017

Feb 14, 2018
BUY
N/A
3,831
3,831 $613,000

Others Institutions Holding IJJ

# of Institutions
918
Shares Held
41.8M
Call Options Held
4.8K
Put Options Held
2.7K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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