Kovitz Investment Group Partners, LLC Ishares Tr Transaction History

Kovitz Investment Group Partners, LLC

$18.2 Billion
Q1 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 2,360 shares of IYJ stock, worth $349,704. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,360

Previous 2,360 -0.0%

Holding current value

$349,704

Previous $307,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$127.48 - $142.0 $9,178 - $10,224	-72 Reduced 2.96%	2,360 $307,000
Q3 2024 Nov 14, 2024	SELL	$118.32 - $133.67 $10,293 - $11,629	-87 Reduced 3.45%	2,432 $325,000
Q2 2024 Aug 14, 2024	SELL	$119.1 - $125.05 $8,575 - $9,003	-72 Reduced 2.78%	2,519 $300,000
Q1 2024 May 14, 2024	BUY	$111.23 - $125.71 $288,196 - $325,714	2,591 New	2,591 $325,000
Q1 2022 Apr 22, 2022	SELL	$97.52 - $114.07 $302,116 - $353,388	-3,098 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$104.49 - $114.29 $323,710 - $354,070	3,098 New	3,098 $301,000
Q1 2021 May 06, 2021	SELL	$93.24 - $105.87 $288,857 - $327,985	-3,098 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$81.66 - $97.19 $115,957 - $138,009	1,420 Added 84.62%	3,098 $301,000
Q4 2018 Feb 14, 2019	BUY	$60.03 - $78.9 $100,730 - $132,394	1,678 New	1,678 $216,000

Others Institutions Holding IYJ

# of Institutions

346

Shares Held

7.17M

Call Options Held

10.2K

Put Options Held

15K

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About ISHARES TR

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Kovitz Investment Group Partners, LLC Ishares Tr Transaction History