Kovitz Investment Group Partners, LLC Ishares Tr Ishares Esg Aware 1 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 Ishares Esg Aware 1 stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 10,111 shares of SUSB stock, worth $254,797. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,111
Previous 10,106 0.05%
Holding current value
$254,797
Previous $254,000 0.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
$25.0 - $25.33 $125 - $126
5 Added 0.05%
10,111 $255,000
Q2 2025

Aug 14, 2025
SELL
$24.66 - $25.17 $6,633 - $6,770
-269 Reduced 2.59%
10,106 $254,000
Q1 2025

May 13, 2025
SELL
$24.6 - $24.99 $811 - $824
-33 Reduced 0.32%
10,375 $259,000
Q4 2024

Aug 25, 2025
BUY
$24.61 - $25.12 $7,432 - $7,586
302 Added 2.99%
10,408 $257,000
Q4 2024

Feb 14, 2025
SELL
$24.61 - $25.12 $40,065 - $40,895
-1,628 Reduced 13.53%
10,408 $257,000
Q3 2024

Nov 14, 2024
BUY
$24.38 - $25.2 $293,437 - $303,307
12,036 New
12,036 $302,000

Others Institutions Holding SUSB

# of Institutions
333
Shares Held
29.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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