Klingman & Associates, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Klingman & Associates, LLC
- $1.62 Billion
- Q4 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 859,368 shares of IBDR stock, worth $20.4 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
859,368
Previous 890,755
3.52%
Holding current value
$20.4 Million
Previous $21.2 Million
3.53%
% of portfolio
1.26%
Previous 1.31%
Shares
11 transactions
Others Institutions Holding IBDR
# of Institutions
383Shares Held
92.8MCall 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
-
Capital Advisors Inc2.22MShares$52.7 Million1.08% of portfolio