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 835,536 shares of IEFA stock, worth $61.4 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

835,536

Previous 51,259 1530.03%

Holding current value

$61.4 Million

Previous $3.72 Million 1651.63%

% of portfolio

0.43%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$70.09 - $78.74 $55 Million - $61.8 Million	784,277 Added 1530.03%	835,536 $65.2 Million
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $2.88 Million - $3.1 Million	40,707 Added 385.78%	51,259 $3.72 Million
Q1 2024 May 14, 2024	BUY	$68.14 - $74.43 $719,013 - $785,385	10,552 New	10,552 $783,000
Q1 2022 Apr 22, 2022	SELL	$63.26 - $75.48 $602,804 - $719,248	-9,529 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$72.36 - $77.76 $101,955 - $109,563	-1,409 Reduced 12.88%	9,529 $658,000
Q3 2021 Oct 28, 2021	BUY	$72.98 - $78.2 $36,781 - $39,412	504 Added 4.83%	10,938 $812,000
Q2 2021 Aug 04, 2021	SELL	$73.11 - $77.88 $44,962 - $47,896	-615 Reduced 5.57%	10,434 $781,000
Q1 2021 May 06, 2021	SELL	$68.58 - $73.12 $653,430 - $696,687	-9,528 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$58.13 - $69.71 $2,499 - $2,997	-43 Reduced 0.45%	9,528 $658,000
Q3 2020 Nov 10, 2020	SELL	$57.43 - $62.28 $46,805 - $50,758	-815 Reduced 7.85%	9,571 $577,000
Q2 2020 Aug 12, 2020	SELL	$47.43 - $60.75 $6,071 - $7,776	-128 Reduced 1.22%	10,386 $594,000
Q1 2020 May 15, 2020	SELL	$43.31 - $66.12 $22,910 - $34,977	-529 Reduced 4.79%	10,514 $525,000
Q4 2019 Feb 13, 2020	BUY	$59.36 - $65.51 $48,319 - $53,325	814 Added 7.96%	11,043 $720,000
Q3 2019 Nov 14, 2019	BUY	$57.44 - $62.42 $587,553 - $638,494	10,229 New	10,229 $625,000

Others Institutions Holding IEFA

# of Institutions

2,002

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

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