Kovitz Investment Group Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 121,143 shares of PFF stock, worth $3.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

121,143

Previous 222,245 45.49%

Holding current value

$3.8 Million

Previous $6.83 Million 45.59%

% of portfolio

0.02%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$29.0 - $30.68 $2.93 Million - $3.1 Million	-101,102 Reduced 45.49%	121,143 $3.72 Million
Q1 2025 May 13, 2025	SELL	$30.73 - $32.26 $149,286 - $156,719	-4,858 Reduced 2.14%	222,245 $6.83 Million
Q4 2024 Aug 25, 2025	BUY	$31.23 - $33.51 $3.31 Million - $3.55 Million	105,960 Added 87.47%	227,103 $7.14 Million
Q4 2024 Feb 14, 2025	SELL	$31.23 - $33.51 $23,141 - $24,830	-741 Reduced 0.33%	227,103 $7.14 Million
Q3 2024 Nov 14, 2024	BUY	$31.18 - $33.5 $480,234 - $515,967	15,402 Added 7.25%	227,844 $7.57 Million
Q2 2024 Aug 14, 2024	BUY	$30.65 - $32.13 $6.31 Million - $6.62 Million	205,992 Added 3193.67%	212,442 $6.7 Million
Q1 2024 May 14, 2024	BUY	$31.12 - $32.54 $200,724 - $209,883	6,450 New	6,450 $207,000

Others Institutions Holding PFF

# of Institutions

1,125

Shares Held

190M

Call Options Held

236K

Put Options Held

1.08M

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About ISHARES TRUST ISHARES PFD AND

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Kovitz Investment Group Partners, LLC Ishares Trust Ishares Pfd And Transaction History