Kovitz Investment Group Partners, LLC Ishares Tr Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 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 157,372 shares of IYR stock, worth $15.8 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
157,372
Previous 56,661 177.74%
Holding current value
$15.8 Million
Previous $4.97 Million 222.49%
% of portfolio
0.11%
Previous 0.05%

Shares

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

Nov 14, 2024
BUY
$86.93 - $103.61 $8.75 Million - $10.4 Million
100,711 Added 177.74%
157,372 $16 Million
Q2 2024

Aug 14, 2024
BUY
$81.6 - $89.23 $4.62 Million - $5.06 Million
56,661 New
56,661 $4.97 Million

Others Institutions Holding IYR

# of Institutions
597
Shares Held
56.3M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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