Kovitz Investment Group Partners, LLC Ishares Treasury Floating Rate Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 145,555 shares of TFLO stock, worth $7.37 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
145,555
Previous 146,205
0.44%
Holding current value
$7.37 Million
Previous $7.41 Million
0.55%
% of portfolio
0.05%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
408Shares Held
84.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$318 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$283 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.01% of portfolio
-
Ubs Group Ag3.57MShares$181 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.05% of portfolio