Kovitz Investment Group Partners, LLC Ishares Tr Russell 200 Growth 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 Russell 200 Growth stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 972 shares of IWY stock, worth $268,320. This represents 0.0% of its overall portfolio holdings.
Number of Shares
972
Previous 972
-0.0%
Holding current value
$268,320
Previous $239,000
10.88%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
672Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio