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 2,789 shares of IYJ stock, worth $398,743. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,789
Previous 2,409 15.77%
Holding current value
$398,743
Previous $342,000 18.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
$142.42 - $148.18 $54,119 - $56,308
380 Added 15.77%
2,789 $406,000
Q2 2025

Aug 14, 2025
BUY
$115.07 - $142.31 $5,638 - $6,973
49 Added 2.08%
2,409 $342,000
Q1 2025

May 13, 2025
SELL
$127.48 - $142.0 $9,178 - $10,224
-72 Reduced 2.96%
2,360 $307,000
Q4 2024

Aug 25, 2025
BUY
$132.97 - $143.93 $3,058 - $3,310
23 Added 0.95%
2,432 $324,000
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
348
Shares Held
6.78M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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