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

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

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 497,746 shares of IEI stock, worth $57.8 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
497,746
Previous 285,274 74.48%
Holding current value
$57.8 Million
Previous $32.9 Million 80.74%
% of portfolio
0.4%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
777
Shares Held
94.6M
Call Options Held
174K
Put Options Held
56.1K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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