Kovitz Investment Group Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 473,839 shares of IEI stock, worth $55.7 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
473,839
Previous 473,839 -0.0%
Holding current value
$55.7 Million
Previous $56 Million -0.0%
% of portfolio
0.31%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$114.57 - $118.14 $12.6 Million - $13 Million
110,377 Added 30.37%
473,839 $56 Million
Q4 2024

Feb 14, 2025
SELL
$115.08 - $119.55 $15.5 Million - $16.1 Million
-134,284 Reduced 26.98%
363,462 $42 Million
Q3 2024

Nov 14, 2024
BUY
$114.73 - $120.23 $24.4 Million - $25.5 Million
212,472 Added 74.48%
497,746 $59.5 Million
Q2 2024

Aug 14, 2024
BUY
$113.43 - $115.88 $31.9 Million - $32.6 Million
281,232 Added 6957.74%
285,274 $32.9 Million
Q1 2024

May 14, 2024
BUY
$114.97 - $117.54 $464,708 - $475,096
4,042 New
4,042 $468,000

Others Institutions Holding IEI

# of Institutions
860
Shares Held
113M
Call Options Held
2.34M
Put Options Held
666K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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