Kovitz Investment Group Partners, LLC Ishares Tr Transaction History

Kovitz Investment Group Partners, LLC

  • $10.5 Billion
  • Q2 2024

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 2,519 shares of IYJ stock, worth $336,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,519
Previous 2,591 2.78%
Holding current value
$336,286
Previous $325,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$119.1 - $125.05 $8,575 - $9,003
-72 Reduced 2.78%
2,519 $300,000
Q1 2024

May 14, 2024
BUY
$111.23 - $125.71 $288,196 - $325,714
2,591 New
2,591 $325,000
Q1 2022

Apr 22, 2022
SELL
$97.52 - $114.07 $302,116 - $353,388
-3,098 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$104.49 - $114.29 $323,710 - $354,070
3,098 New
3,098 $301,000
Q1 2021

May 06, 2021
SELL
$93.24 - $105.87 $288,857 - $327,985
-3,098 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$81.66 - $97.19 $115,957 - $138,009
1,420 Added 84.62%
3,098 $301,000
Q4 2018

Feb 14, 2019
BUY
$60.03 - $78.9 $100,730 - $132,394
1,678 New
1,678 $216,000

Others Institutions Holding IYJ

# of Institutions
312
Shares Held
6.6M
Call Options Held
4.9K
Put Options Held
8.2K
View Full List

About ISHARES TR

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