Klingman & Associates, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Klingman & Associates, LLC
- $1.61 Billion
- Q3 2024
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
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio