Kovitz Investment Group Partners »

Ishares Tr ibnd dec24 etf shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Ishares Tr ibnd dec24 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec24 etf held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibnd dec24 etf by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 78k 17.70
2024-06-30 $594k 24k 25.13

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding Ishares Tr ibnd dec24 etf

Bank of America Corporation
Hm Payson & Co
LPL Financial
Glenview Trust
Raymond James Financial Services Advisors
Royal Bank of Canada
Commonwealth Equity Services
Wells Fargo & Company
Renaissance Technologies
Gratus Wealth Advisors
Us Bancorp
Captrust Financial Advisors
Golub Group
Sound View Wealth Advisors Group
RVW Wealth

View all funds holding Ishares Tr ibnd dec24 etf