Kovitz Investment Group Partners, LLC Ishares S&P Midcap 400 Value E Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 11,527 shares of IJJ stock, worth $1.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,527
Previous 10,073 14.43%
Holding current value
$1.48 Million
Previous $1.14 Million 24.69%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$111.9 - $124.28 $162,702 - $180,703
1,454 Added 14.43%
11,527 $1.42 Million
Q2 2024

Aug 14, 2024
BUY
$109.44 - $118.4 $1.1 Million - $1.19 Million
10,073 New
10,073 $1.14 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,261 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-1,070 Reduced 32.12%
2,261 $366,000
Q1 2018

May 15, 2018
SELL
N/A
-500 Reduced 13.05%
3,331 $515,000
Q4 2017

Feb 14, 2018
BUY
N/A
3,831
3,831 $613,000

Others Institutions Holding IJJ

# of Institutions
813
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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