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 98,299 shares of IYR stock, worth $9.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

98,299

Previous 95,327 3.12%

Holding current value

$9.33 Million

Previous $9.03 Million 5.62%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$94.16 - $98.46 $279,843 - $292,623	2,972 Added 3.12%	98,299 $9.54 Million
Q2 2025 Aug 14, 2025	SELL	$84.48 - $96.25 $4.67 Million - $5.32 Million	-55,245 Reduced 36.69%	95,327 $9.03 Million
Q1 2025 May 13, 2025	BUY	$89.49 - $98.98 $7.56 Million - $8.36 Million	84,493 Added 127.87%	150,572 $14.4 Million
Q4 2024 Aug 25, 2025	SELL	$90.74 - $102.87 $2.65 Million - $3.01 Million	-29,248 Reduced 30.68%	66,079 $6.15 Million
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

576

Shares Held

49.5M

Call Options Held

8.15M

Put Options Held

4.4M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Kovitz Investment Group Partners, LLC Ishares Tr Transaction History