Kovitz Investment Group Partners, LLC Ishares Morningstar U.S. Equit Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 12,165 shares of ILCB stock, worth $1.13 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,165

Previous 12,154 0.09%

Holding current value

$1.13 Million

Previous $1.04 Million 7.87%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$85.66 - $92.67 $942 - $1,019	11 Added 0.09%	12,165 $1.12 Million
Q2 2025 Aug 14, 2025	SELL	$68.63 - $85.78 $2,470 - $3,088	-36 Reduced 0.3%	12,154 $1.04 Million
Q1 2025 May 13, 2025	BUY	$76.17 - $85.05 $1,523 - $1,701	20 Added 0.16%	12,190 $941,000
Q4 2024 Aug 25, 2025	BUY	$78.43 - $84.56 $1,254 - $1,352	16 Added 0.13%	12,170 $987,000
Q4 2024 Feb 14, 2025	SELL	$78.43 - $84.56 $41,960 - $45,239	-535 Reduced 4.21%	12,170 $987,000

Q3 2024 Nov 14, 2024	SELL	$71.38 - $79.23 $57,675 - $64,017	-808 Reduced 5.98%	12,705 $1.01 Million
Q2 2024 Aug 14, 2024	BUY	$68.51 - $75.47 $925,775 - $1.02 Million	13,513 New	13,513 $1.02 Million

Others Institutions Holding ILCB

# of Institutions

198

Shares Held

5.7M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Kovitz Investment Group Partners, LLC Ishares Morningstar U.S. Equit Transaction History