Kovitz Investment Group Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Kovitz Investment Group Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$24.34 - $24.65 $25,605 - $25,931	-1,052 Reduced 8.82%	10,880 $265,000
Q3 2022 Nov 09, 2022	BUY	$24.08 - $25.03 $25,332 - $26,331	1,052 Added 9.67%	11,932 $288,000
Q1 2022 Apr 22, 2022	BUY	$25.16 - $26.41 $57,113 - $59,950	2,270 Added 26.36%	10,880 $275,000
Q1 2021 May 06, 2021	SELL	$26.73 - $27.32 $230,145 - $235,225	-8,610 Closed	0 $0
Q3 2020 Nov 10, 2020	BUY	$26.94 - $27.28 $8,890 - $9,002	330 Added 3.99%	8,610 $234,000
Q2 2020 Aug 12, 2020	BUY	$24.65 - $26.99 $204,102 - $223,477	8,280 New	8,280 $223,000

393

81.7M

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