Kovitz Investment Group Partners, LLC Ishares Morningstar U.S. Equit Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 12,705 shares of ILCB stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,705
Previous 13,513
5.98%
Holding current value
$1.03 Million
Previous $1.02 Million
0.89%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ILCB
# of Institutions
178Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$41.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$35.5 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$33.5 Million0.01% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD372KShares$30.2 Million5.84% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$29.5 Million0.01% of portfolio