Kovitz Investment Group Partners, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 694,099 shares of IBTH stock, worth $15.6 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
694,099
Previous 645,451 7.54%
Holding current value
$15.6 Million
Previous $14.5 Million 7.87%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Aug 14, 2025
BUY
$22.3 - $22.57 $1.08 Million - $1.1 Million
48,648 Added 7.54%
694,099 $15.6 Million
Q1 2025

May 13, 2025
BUY
$22.11 - $22.43 $13.8 Million - $14 Million
622,703 Added 2737.4%
645,451 $14.5 Million
Q4 2024

Aug 25, 2025
SELL
$22.1 - $22.59 $14.8 Million - $15.2 Million
-671,351 Reduced 96.72%
22,748 $505,000
Q4 2024

Feb 14, 2025
SELL
$22.1 - $22.59 $530,576 - $542,340
-24,008 Reduced 51.35%
22,748 $505,000
Q3 2024

Nov 14, 2024
BUY
$21.96 - $22.69 $1.03 Million - $1.06 Million
46,756 New
46,756 $1.06 Million

Others Institutions Holding IBTH

# of Institutions
270
Shares Held
56M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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