Klingman & Associates, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Klingman & Associates, LLC
- $1.61 Billion
- Q3 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 1,017,458 shares of IBDS stock, worth $24.4 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
1,017,458
Previous 1,024,075
0.65%
Holding current value
$24.4 Million
Previous $24.3 Million
2.03%
% of portfolio
1.54%
Previous 1.64%
Shares
10 transactions
Others Institutions Holding IBDS
# of Institutions
340Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio