Klingman & Associates, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Klingman & Associates, LLC

  • $1.48 Billion
  • Q2 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,024,075 shares of IBDS stock, worth $25 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
1,024,075
Previous 1,086,879 5.78%
Holding current value
$25 Million
Previous $25.9 Million 6.05%
% of portfolio
1.64%
Previous 1.8%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$23.48 - $23.77 $1.47 Million - $1.49 Million
-62,804 Reduced 5.78%
1,024,075 $24.3 Million
Q1 2024

May 01, 2024
SELL
$23.67 - $24.03 $24,048 - $24,414
-1,016 Reduced 0.09%
1,086,879 $25.9 Million
Q4 2023

Jan 29, 2024
BUY
$22.84 - $23.94 $597,905 - $626,701
26,178 Added 2.47%
1,087,895 $26 Million
Q3 2023

Oct 30, 2023
BUY
$23.07 - $23.6 $438,237 - $448,305
18,996 Added 1.82%
1,061,717 $24.6 Million
Q2 2023

Jul 31, 2023
BUY
$23.39 - $23.94 $508,171 - $520,120
21,726 Added 2.13%
1,042,721 $24.5 Million
Q1 2023

May 03, 2023
BUY
$23.15 - $24.01 $1.1 Million - $1.14 Million
47,488 Added 4.88%
1,020,995 $24.3 Million
Q4 2022

Feb 03, 2023
BUY
$22.55 - $23.67 $7.06 Million - $7.42 Million
313,298 Added 47.45%
973,507 $22.8 Million
Q3 2022

Oct 28, 2022
BUY
$22.77 - $24.53 $3.74 Million - $4.03 Million
164,208 Added 33.11%
660,209 $15.2 Million
Q2 2022

Jul 27, 2022
BUY
$23.33 - $24.86 $11.6 Million - $12.3 Million
496,001 New
496,001 $11.8 Million

Others Institutions Holding IBDS

# of Institutions
331
Shares Held
81M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
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More about IBDS
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