Kovitz Investment Group Partners, LLC Ishares Tr Transaction History

Kovitz Investment Group Partners, LLC

$18.2 Billion
Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 142,400 shares of IDV stock, worth $5.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

142,400

Previous 142,400 -0.0%

Holding current value

$5.15 Million

Previous $4.42 Million -0.0%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$27.0 - $31.7 $3.14 Million - $3.69 Million	116,369 Added 447.04%	142,400 $4.42 Million
Q4 2024 Feb 14, 2025	SELL	$27.03 - $29.92 $12,082 - $13,374	-447 Reduced 1.69%	26,031 $712,000
Q3 2024 Nov 14, 2024	BUY	$27.62 - $30.64 $731,322 - $811,285	26,478 New	26,478 $800,000
Q1 2020 May 15, 2020	SELL	$19.58 - $34.05 $309,364 - $537,990	-15,800 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$29.79 - $33.61 $21,150 - $23,863	-710 Reduced 4.3%	15,800 $530,000
Q3 2019 Nov 14, 2019	SELL	$30.41 - $31.26 $47,287 - $48,609	-1,555 Reduced 8.61%	16,510 $508,000
Q2 2019 Aug 14, 2019	SELL	N/A	-210 Reduced 1.15%	18,065 $555,000
Q1 2019 May 15, 2019	BUY	N/A	18,275 New	18,275 $564,000

Others Institutions Holding IDV

# of Institutions

544

Shares Held

81.7M

Call Options Held

40.6K

Put Options Held

53.6K

View Full List

About ISHARES TR

Ticker IDV
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Kovitz Investment Group Partners, LLC Ishares Tr Transaction History