Kovitz Investment Group Partners, LLC Ishares Morningstar U.S. Equit Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 12,170 shares of ILCB stock, worth $947,069. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,170
Previous 12,170 -0.0%
Holding current value
$947,069
Previous $987,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$78.43 - $84.56 $41,960 - $45,239
-535 Reduced 4.21%
12,170 $987,000
Q3 2024

Nov 14, 2024
SELL
$71.38 - $79.23 $57,675 - $64,017
-808 Reduced 5.98%
12,705 $1.01 Million
Q2 2024

Aug 14, 2024
BUY
$68.51 - $75.47 $925,775 - $1.02 Million
13,513 New
13,513 $1.02 Million

Others Institutions Holding ILCB

# of Institutions
193
Shares Held
7.02M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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