Kovitz Investment Group Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,164,581 shares of SGOV stock, worth $117 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
1,164,581
Previous 1,357,194 14.19%
Holding current value
$117 Million
Previous $137 Million 14.18%
% of portfolio
0.5%
Previous 0.63%

Shares

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

Nov 10, 2025
SELL
$100.37 - $100.74 $19.3 Million - $19.4 Million
-192,613 Reduced 14.19%
1,164,581 $117 Million
Q2 2025

Aug 14, 2025
BUY
$100.35 - $100.71 $45.9 Million - $46.1 Million
457,682 Added 50.88%
1,357,194 $137 Million
Q1 2025

May 13, 2025
BUY
$100.34 - $100.68 $44.9 Million - $45.1 Million
447,764 Added 99.12%
899,512 $90.6 Million
Q4 2024

Aug 25, 2025
SELL
$100.16 - $100.7 $90.7 Million - $91.2 Million
-905,446 Reduced 66.71%
451,748 $45.3 Million
Q4 2024

Feb 14, 2025
BUY
$100.16 - $100.7 $13 Million - $13 Million
129,389 Added 40.14%
451,748 $45.3 Million
Q3 2024

Nov 14, 2024
BUY
$100.3 - $100.74 $18.4 Million - $18.5 Million
183,740 Added 132.55%
322,359 $32.5 Million
Q2 2024

Aug 14, 2024
BUY
$100.29 - $100.75 $13.9 Million - $14 Million
138,619 New
138,619 $14 Million
Q1 2024

May 14, 2024
BUY
$100.29 - $100.71 $15.2 Million - $15.2 Million
151,203 New
151,203 $15.2 Million

Others Institutions Holding SGOV

# of Institutions
1,066
Shares Held
180M
Call Options Held
110K
Put Options Held
9.8K
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

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