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

Klingman & Associates, LLC

$1.8 Billion
Q2 2025

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 991,308 shares of IBDS stock, worth $24.1 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

991,308

Previous 990,859 0.05%

Holding current value

$24.1 Million

Previous $24 Million 0.42%

% of portfolio

1.33%

Previous 1.47%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$23.96 - $24.27 $10,758 - $10,897	449 Added 0.05%	991,308 $24.1 Million
Q1 2025 May 12, 2025	SELL	$23.9 - $24.18 $345,665 - $349,715	-14,463 Reduced 1.44%	990,859 $24 Million
Q4 2024 Jan 31, 2025	SELL	$23.88 - $24.32 $289,807 - $295,147	-12,136 Reduced 1.19%	1,005,322 $24.1 Million
Q3 2024 Nov 01, 2024	SELL	$23.63 - $24.42 $156,359 - $161,587	-6,617 Reduced 0.65%	1,017,458 $24.8 Million
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

414

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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