A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 890,755 shares of IBDR stock, worth $21.2 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
890,755
Previous 914,165 2.56%
Holding current value
$21.2 Million
Previous $21.8 Million 2.85%
% of portfolio
1.31%
Previous 1.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$23.75 - $23.75 $555,987 - $555,987
-23,410 Reduced 2.56%
890,755 $21.2 Million
Q2 2024

Jul 30, 2024

SELL
$23.65 - $23.82 $1.36 Million - $1.37 Million
-57,451 Reduced 5.91%
914,165 $21.8 Million
Q1 2024

May 01, 2024

SELL
$23.76 - $23.98 $670,816 - $677,027
-28,233 Reduced 2.82%
971,616 $23.2 Million
Q4 2023

Jan 29, 2024

SELL
$23.15 - $23.9 $617,942 - $637,962
-26,693 Reduced 2.6%
999,849 $23.9 Million
Q3 2023

Oct 30, 2023

BUY
$23.28 - $23.6 $54,987 - $55,743
2,362 Added 0.23%
1,026,542 $23.9 Million
Q2 2023

Jul 31, 2023

BUY
$23.42 - $23.83 $289,728 - $294,800
12,371 Added 1.22%
1,024,180 $24 Million
Q1 2023

May 03, 2023

BUY
$23.14 - $23.86 $892,579 - $920,351
38,573 Added 3.96%
1,011,809 $24 Million
Q4 2022

Feb 03, 2023

BUY
$22.9 - $23.61 $7.16 Million - $7.38 Million
312,645 Added 47.33%
973,236 $22.7 Million
Q3 2022

Oct 28, 2022

BUY
$23.21 - $24.34 $3.83 Million - $4.02 Million
165,132 Added 33.33%
660,591 $15.3 Million
Q2 2022

Jul 27, 2022

BUY
$23.33 - $24.57 $11.6 Million - $12.2 Million
495,459 New
495,459 $11.8 Million

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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