Kovitz Investment Group Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 12,336 shares of SHM stock, worth $591,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,336

Previous 12,297 0.32%

Holding current value

$591,264

Previous $588,000 1.02%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$47.76 - $48.46 $1,862 - $1,889	39 Added 0.32%	12,336 $594,000
Q2 2025 Aug 14, 2025	SELL	$47.02 - $47.83 $191,888 - $195,194	-4,081 Reduced 24.92%	12,297 $588,000
Q1 2025 May 13, 2025	SELL	$47.33 - $47.92 $237,501 - $240,462	-5,018 Reduced 23.45%	16,378 $779,000
Q4 2024 Aug 25, 2025	BUY	$47.26 - $48.18 $430,018 - $438,389	9,099 Added 73.99%	21,396 $1.01 Million
Q4 2024 Feb 14, 2025	BUY	$47.26 - $48.18 $49,670 - $50,637	1,051 Added 5.17%	21,396 $1.01 Million

Q3 2024 Nov 14, 2024	SELL	$47.01 - $48.2 $599,424 - $614,598	-12,751 Reduced 38.53%	20,345 $979,000
Q2 2024 Aug 14, 2024	BUY	$46.84 - $47.32 $4,356 - $4,400	93 Added 0.28%	33,096 $1.56 Million
Q1 2024 May 14, 2024	BUY	$47.44 - $47.9 $1.57 Million - $1.58 Million	33,003 New	33,003 $1.57 Million

Others Institutions Holding SHM

# of Institutions

442

Shares Held

68.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Kovitz Investment Group Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History