Kovitz Investment Group Partners, LLC Ishares Tr Esg Screened S&P 50 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 Esg Screened S&P 50 stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 3,931 shares of XVV stock, worth $203,783. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,931Holding current value
$203,783% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
134Shares Held
3.43MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$42.7 Million2.16% of portfolio
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Becker Capital Management Inc226KShares$11.7 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC218KShares$11.3 Million0.0% of portfolio
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Brown Advisory Inc159KShares$8.27 Million0.01% of portfolio
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Jnba Financial Advisors97KShares$5.03 Million0.46% of portfolio