A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 322,359 shares of SGOV stock, worth $32.4 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
322,359
Previous 138,619 132.55%
Holding current value
$32.4 Million
Previous $14 Million 132.57%
% of portfolio
0.22%
Previous 0.13%

Shares

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

Nov 14, 2024

BUY
$100.3 - $100.74 $18.4 Million - $18.5 Million
183,740 Added 132.55%
322,359 $32.5 Million
Q2 2024

Aug 14, 2024

BUY
$100.29 - $100.75 $13.9 Million - $14 Million
138,619 New
138,619 $14 Million
Q1 2024

May 14, 2024

BUY
$100.29 - $100.71 $15.2 Million - $15.2 Million
151,203 New
151,203 $15.2 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.