Kovitz Investment Group Partners, LLC Ishares Tr Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

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 26,478 shares of IDV stock, worth $714,906. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,478
Holding current value
$714,906
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
479
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email