Kovitz Investment Group Partners, LLC VALUED ADVISERS TR Transaction History

Kovitz Investment Group Partners, LLC

45,737,485

Previous 45,793,424 0.12%

Previous $0 NaN%

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	N/A	-55,939 Reduced 0.12%	45,737,485 $0
Q1 2025 May 13, 2025	BUY	N/A	44,176,796 Added 2732.65%	45,793,424 $0
Q4 2024 Feb 14, 2025	SELL	N/A	-44,235,303 Reduced 96.47%	1,616,628 $0
Q3 2024 Nov 14, 2024	BUY	N/A	904,276 Added 2.01%	45,851,931 $0
Q2 2024 Aug 14, 2024	BUY	N/A	767,168 Added 1.74%	44,947,655 $0
Q1 2024 May 14, 2024	BUY	N/A	750,736 Added 1.73%	44,180,487 $0
Q4 2023 Feb 07, 2024	SELL	N/A	-431,471 Reduced 0.98%	43,429,751 $0
Q3 2023 Nov 09, 2023	BUY	N/A	345,665 Added 0.79%	43,861,222 $0
Q2 2023 Aug 08, 2023	SELL	N/A	-119,919 Reduced 0.27%	43,515,557 $0
Q1 2023 May 11, 2023	BUY	N/A	10,490,518 Added 31.65%	43,635,476 $749 Million
Q4 2022 Jan 19, 2023	BUY	N/A	33,144,958 New	33,144,958 $520 Million

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