Kovitz Investment Group Partners, LLC Ishares Tr Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

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 66,079 shares of IYR stock, worth $6.31 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
66,079
Previous 66,079 -0.0%
Holding current value
$6.31 Million
Previous $6.15 Million -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$90.74 - $102.87 $8.28 Million - $9.39 Million
-91,293 Reduced 58.01%
66,079 $6.15 Million
Q3 2024

Nov 14, 2024
BUY
$86.93 - $103.61 $8.75 Million - $10.4 Million
100,711 Added 177.74%
157,372 $16 Million
Q2 2024

Aug 14, 2024
BUY
$81.6 - $89.23 $4.62 Million - $5.06 Million
56,661 New
56,661 $4.97 Million

Others Institutions Holding IYR

# of Institutions
618
Shares Held
57.5M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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