Kovitz Investment Group Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 5,260,457 shares of IBTG stock, worth $121 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
5,260,457
Previous 4,581,588 14.82%
Holding current value
$121 Million
Previous $105 Million 14.77%
% of portfolio
0.56%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.81 - $22.97 $15.5 Million - $15.6 Million
678,869 Added 14.82%
5,260,457 $121 Million
Q1 2025

May 13, 2025
BUY
$22.77 - $22.94 $103 Million - $103 Million
4,507,421 Added 6077.39%
4,581,588 $105 Million
Q4 2024

Aug 25, 2025
SELL
$22.72 - $23.0 $118 Million - $119 Million
-5,186,290 Reduced 98.59%
74,167 $1.69 Million
Q4 2024

Feb 14, 2025
SELL
$22.72 - $23.0 $74,703 - $75,624
-3,288 Reduced 4.25%
74,167 $1.69 Million
Q3 2024

Nov 14, 2024
BUY
$22.55 - $23.1 $1.75 Million - $1.79 Million
77,455 New
77,455 $1.79 Million

Others Institutions Holding IBTG

# of Institutions
307
Shares Held
75.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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  • Ticker IBTG
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