Kovitz Investment Group Partners, LLC Ishares Short Term National Mu Transaction History

Kovitz Investment Group Partners, LLC

$10.5 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$103.31 - $104.87 $264,783 - $268,781	-2,563 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$104.46 - $107.34 $835,366 - $858,397	-7,997 Reduced 75.73%	2,563 $268,000
Q4 2021 Feb 04, 2022	BUY	$107.24 - $107.56 $159,787 - $160,264	1,490 Added 16.43%	10,560 $1.14 Million
Q3 2021 Oct 28, 2021	SELL	$107.57 - $108.06 $26,892 - $27,015	-250 Reduced 2.68%	9,070 $976,000
Q2 2021 Aug 04, 2021	SELL	$107.66 - $108.01 $91,511 - $91,808	-850 Reduced 8.36%	9,320 $1.01 Million
Q1 2021 May 06, 2021	BUY	$107.56 - $108.22 $14,520 - $14,609	135 Added 1.35%	10,170 $1.1 Million
Q4 2020 Feb 12, 2021	SELL	$107.6 - $108.11 $1.8 Million - $1.81 Million	-16,760 Reduced 62.55%	10,035 $1.09 Million
Q3 2020 Nov 10, 2020	BUY	$107.69 - $108.53 $1.08 Million - $1.09 Million	10,025 Added 59.78%	26,795 $2.9 Million
Q2 2020 Aug 12, 2020	BUY	$105.27 - $107.99 $1.77 Million - $1.81 Million	16,770 New	16,770 $1.81 Million

Others Institutions Holding SUB

# of Institutions

812

Shares Held

68.4M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

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