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 3,873 shares of IYH stock, worth $247,368. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,873

Previous 3,768 2.79%

Holding current value

$247,368

Previous $212,000 7.08%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$54.36 - $58.96 $5,707 - $6,190	105 Added 2.79%	3,873 $227,000
Q2 2025 Aug 14, 2025	SELL	$53.97 - $60.17 $15,165 - $16,907	-281 Reduced 6.94%	3,768 $212,000
Q1 2025 May 13, 2025	SELL	$58.32 - $62.76 $384,095 - $413,337	-6,586 Reduced 61.93%	4,049 $246,000
Q4 2024 Aug 25, 2025	BUY	$57.53 - $65.24 $395,058 - $448,003	6,867 Added 182.25%	10,635 $619,000
Q4 2024 Feb 14, 2025	BUY	$57.53 - $65.24 $8,859 - $10,046	154 Added 1.47%	10,635 $619,000

Q3 2024 Nov 14, 2024	BUY	$60.29 - $66.38 $95,318 - $104,946	1,581 Added 17.76%	10,481 $681,000
Q1 2024 May 14, 2024	BUY	$60.83 - $309.78 $541,387 - $2.76 Million	8,900 New	8,900 $550,000

Others Institutions Holding IYH

# of Institutions

556

Shares Held

23.9M

Call Options Held

5.5K

Put Options Held

4.4K

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About ISHARES TR

Ticker IYH
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Kovitz Investment Group Partners, LLC Ishares Tr Transaction History