Kovitz Investment Group Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Kovitz Investment Group Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 22, 2022	SELL	$50.05 - $53.52 $545,545 - $583,368	-10,900 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$53.63 - $54.52 $584,567 - $594,268	10,900 New	10,900 $611,000
Q1 2021 May 06, 2021	SELL	$53.75 - $55.97 $585,875 - $610,073	-10,900 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$55.56 - $56.23 $755,616 - $764,728	-13,600 Reduced 55.51%	10,900 $611,000
Q2 2020 Aug 12, 2020	BUY	$54.35 - $56.24 $1.33 Million - $1.38 Million	24,500 New	24,500 $1.38 Million

627

81.7M

100

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