Position history for Kovitz Investment Group Partners, LLC's holdings in ISHARES TR
Kovitz Investment Group Partners, LLC holds 253,161 shares of IEI (ISHARES TR), worth $30.2M as of 2025-Q4. The position was decreased (-45.6% shares). IEI represents 0.7% of Kovitz Investment Group Partners, LLC's portfolio.
Current Value
$30.2M
Current Shares
253,161
Total Value Change
-$2.8M
Total Shares Change
-32,113
Other major holders of IEI: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, BANQUE PICTET & CIE SA, JPMORGAN CHASE & CO
Decreased |
| 253,161 |
-45.6% |
| $30.2M |
| 0.7% |
| $119.19 |
0 |
| 2025-Q3 | Decreased | 465,686 | -20.1% | $55.7M | 0.2% | $117.68 | 0 |
| 2025-Q2 | Increased | 582,634 | +23.0% | $69.4M | 0.3% | $116.05 | 43 |
| 2025-Q1 | Increased | 473,839 | +30.4% | $56M | 0.3% | $114.21 | 44 |
| 2024-Q4 | Decreased | 363,462 | -27.0% | $42.1M | 0.2% | $111.23 | 0 |
| 2024-Q3 | Increased | 497,746 | +74.5% | $59.6M | 0.4% | $114.20 | 53 |
| 2024-Q2 | Increased | 285,274 | +6957.7% | $33M | 0.3% | $109.08 | 56 |