Kovitz Investment Group Partners, LLC Vaneck Intermediate Muni ETF Transaction History

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$45.32 - $46.3 $3.01 Million - $3.07 Million	-66,323 Reduced 43.1%	87,556 $4.01 Million
Q1 2024 May 14, 2024	BUY	$46.21 - $47.1 $411,731 - $419,661	8,910 Added 6.15%	153,879 $7.16 Million
Q4 2023 Feb 07, 2024	SELL	$43.42 - $47.11 $1 Million - $1.09 Million	-23,076 Reduced 13.73%	144,969 $6.82 Million
Q3 2023 Nov 09, 2023	BUY	$44.1 - $46.32 $771,750 - $810,600	17,500 Added 11.62%	168,045 $7.41 Million
Q2 2023 Aug 08, 2023	BUY	$45.32 - $46.87 $3.94 Million - $4.08 Million	86,955 Added 136.74%	150,545 $6.94 Million
Q1 2023 May 11, 2023	SELL	$45.33 - $46.87 $43,743 - $45,229	-965 Reduced 1.49%	63,590 $2.96 Million
Q4 2022 Jan 19, 2023	BUY	$43.38 - $46.05 $2.8 Million - $2.97 Million	64,555 New	64,555 $2.94 Million
Q3 2022 Nov 09, 2022	BUY	$43.54 - $46.93 $698,729 - $753,132	16,048 Added 59.91%	42,835 $1.87 Million
Q2 2022 Aug 02, 2022	BUY	$44.55 - $47.22 $488,936 - $518,239	10,975 Added 69.41%	26,787 $1.22 Million
Q1 2022 Apr 22, 2022	SELL	$47.13 - $51.25 $166,133 - $180,656	-3,525 Reduced 18.23%	15,812 $748,000
Q4 2021 Feb 04, 2022	BUY	$50.85 - $51.43 $179,246 - $181,290	3,525 Added 22.29%	19,337 $1.01 Million
Q3 2021 Oct 28, 2021	SELL	$51.24 - $52.24 $810,206 - $826,018	-15,812 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$51.12 - $52.03 $113,742 - $115,766	-2,225 Reduced 12.34%	15,812 $819,000
Q1 2021 May 06, 2021	BUY	$50.99 - $52.34 $919,706 - $944,056	18,037 New	18,037 $924,000
Q4 2020 Feb 12, 2021	SELL	$50.91 - $52.11 $1.1 Million - $1.12 Million	-21,537 Closed	0 $0
Q2 2020 Aug 12, 2020	SELL	$47.37 - $51.03 $52,107 - $56,133	-1,100 Reduced 4.86%	21,537 $1.1 Million
Q1 2020 May 15, 2020	SELL	$39.2 - $52.09 $524,770 - $697,328	-13,387 Reduced 37.16%	22,637 $1.11 Million
Q4 2019 Feb 13, 2020	BUY	$49.84 - $50.73 $7,476 - $7,609	150 Added 0.42%	36,024 $1.81 Million
Q3 2019 Nov 14, 2019	BUY	$49.99 - $50.65 $7,498 - $7,597	150 Added 0.42%	35,874 $1.81 Million
Q2 2019 Aug 14, 2019	BUY	N/A	1,500 Added 4.38%	35,724 $1.78 Million
Q1 2019 May 15, 2019	BUY	N/A	34,224 New	34,224 $1.67 Million

Others Institutions Holding ITM

# of Institutions

178

Shares Held

33.5M

Call Options Held

Put Options Held

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