Kovitz Investment Group Partners, LLC Ishares Tr Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 3,768 shares of IYH stock, worth $226,155. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,768
Previous 4,049 6.94%
Holding current value
$226,155
Previous $246,000 13.82%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$53.97 - $60.17 $15,165 - $16,907
-281 Reduced 6.94%
3,768 $212,000
Q1 2025

May 13, 2025
SELL
$58.32 - $62.76 $384,095 - $413,337
-6,586 Reduced 61.93%
4,049 $246,000
Q4 2024

Aug 25, 2025
BUY
$57.53 - $65.24 $395,058 - $448,003
6,867 Added 182.25%
10,635 $619,000
Q4 2024

Feb 14, 2025
BUY
$57.53 - $65.24 $8,859 - $10,046
154 Added 1.47%
10,635 $619,000
Q3 2024

Nov 14, 2024
BUY
$60.29 - $66.38 $95,318 - $104,946
1,581 Added 17.76%
10,481 $681,000
Q1 2024

May 14, 2024
BUY
$60.83 - $309.78 $541,387 - $2.76 Million
8,900 New
8,900 $550,000

Others Institutions Holding IYH

# of Institutions
550
Shares Held
24.5M
Call Options Held
4.9K
Put Options Held
200
View Full List

About ISHARES TR

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