Kovitz Investment Group Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 4,993,207 shares of IBTG stock, worth $114 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
4,993,207
Previous 5,260,457
5.08%
Holding current value
$114 Million
Previous $121 Million
5.0%
% of portfolio
0.49%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio
-
Wells Fargo & Company San Francisco, CA2.4MShares$54.9 Million0.01% of portfolio