Kovitz Investment Group Partners, LLC Ishares 0 5 Year Investment Gr Transaction History

Kovitz Investment Group Partners, LLC

  • $10.5 Billion
  • Q2 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 28,778 shares of SLQD stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,778
Previous 28,004 2.76%
Holding current value
$1.43 Million
Previous $1.38 Million 2.83%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 14, 2024
BUY
$48.75 - $49.28 $37,732 - $38,142
774 Added 2.76%
28,778 $1.42 Million
Q1 2024

May 14, 2024
BUY
$48.97 - $49.36 $59,253 - $59,725
1,210 Added 4.52%
28,004 $1.38 Million
Q4 2023

Feb 07, 2024
SELL
$47.66 - $49.2 $26,880 - $27,748
-564 Reduced 2.06%
26,794 $1.32 Million
Q3 2023

Nov 09, 2023
SELL
$47.89 - $48.35 $298,642 - $301,510
-6,236 Reduced 18.56%
27,358 $1.31 Million
Q2 2023

Aug 08, 2023
SELL
$48.08 - $48.64 $60,244 - $60,945
-1,253 Reduced 3.6%
33,594 $1.62 Million
Q1 2023

May 11, 2023
SELL
$47.6 - $48.55 $10,757 - $10,972
-226 Reduced 0.64%
34,847 $1.69 Million
Q4 2022

Jan 19, 2023
BUY
$46.96 - $48.14 $488,759 - $501,041
10,408 Added 42.2%
35,073 $1.68 Million
Q3 2022

Nov 09, 2022
SELL
$47.28 - $49.07 $80,376 - $83,419
-1,700 Reduced 6.45%
24,665 $1.17 Million
Q2 2022

Aug 02, 2022
SELL
$47.87 - $49.29 $240,642 - $247,780
-5,027 Reduced 16.01%
26,365 $1.28 Million
Q1 2022

Apr 22, 2022
SELL
$49.19 - $51.02 $3.04 Million - $3.15 Million
-61,794 Reduced 66.31%
31,392 $1.55 Million
Q4 2021

Feb 04, 2022
BUY
$50.99 - $51.69 $2.11 Million - $2.14 Million
41,436 Added 80.07%
93,186 $4.87 Million
Q3 2021

Oct 28, 2021
SELL
$51.65 - $51.91 $395,535 - $397,526
-7,658 Reduced 12.89%
51,750 $2.67 Million
Q2 2021

Aug 04, 2021
SELL
$51.69 - $51.96 $1.32 Million - $1.32 Million
-25,453 Reduced 29.99%
59,408 $3.08 Million
Q1 2021

May 06, 2021
BUY
$51.61 - $52.18 $4.38 Million - $4.43 Million
84,861 New
84,861 $4.39 Million
Q4 2020

Feb 12, 2021
SELL
$51.98 - $52.22 $5.11 Million - $5.13 Million
-98,311 Closed
0 $0
Q3 2020

Nov 10, 2020
BUY
$52.04 - $52.29 $800,375 - $804,220
15,380 Added 18.55%
98,311 $5.12 Million
Q2 2020

Aug 12, 2020
BUY
$49.8 - $52.12 $4.13 Million - $4.32 Million
82,931 New
82,931 $4.32 Million

Others Institutions Holding SLQD

# of Institutions
242
Shares Held
24.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

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