Klingman & Associates, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,087,184 shares of IBDT stock, worth $27.5 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
1,087,184
Previous 1,059,782 2.59%
Holding current value
$27.5 Million
Previous $27.1 Million 0.05%
% of portfolio
1.67%
Previous 1.68%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$24.82 - $25.48 $680,117 - $698,202
27,402 Added 2.59%
1,087,184 $27.1 Million
Q3 2024

Nov 01, 2024
BUY
$24.62 - $25.59 $58,866 - $61,185
2,391 Added 0.23%
1,059,782 $27.1 Million
Q2 2024

Jul 30, 2024
SELL
$24.4 - $24.86 $936,325 - $953,977
-38,374 Reduced 3.5%
1,057,391 $26.2 Million
Q1 2024

May 01, 2024
BUY
$24.69 - $25.14 $564,141 - $574,423
22,849 Added 2.13%
1,095,765 $27.3 Million
Q4 2023

Jan 29, 2024
BUY
$23.63 - $25.1 $838,250 - $890,397
35,474 Added 3.42%
1,072,916 $26.9 Million
Q3 2023

Oct 30, 2023
BUY
$23.94 - $24.67 $582,220 - $599,974
24,320 Added 2.4%
1,037,442 $24.9 Million
Q2 2023

Jul 31, 2023
BUY
$24.43 - $25.1 $472,427 - $485,383
19,338 Added 1.95%
1,013,122 $24.8 Million
Q1 2023

May 03, 2023
BUY
$24.16 - $25.2 $1.23 Million - $1.28 Million
50,713 Added 5.38%
993,784 $24.8 Million
Q4 2022

Feb 03, 2023
BUY
$23.29 - $24.79 $7.12 Million - $7.58 Million
305,601 Added 47.94%
943,071 $22.9 Million
Q3 2022

Oct 28, 2022
BUY
$23.63 - $25.66 $3.74 Million - $4.06 Million
158,203 Added 33.01%
637,470 $15.2 Million
Q2 2022

Jul 27, 2022
BUY
$24.36 - $26.23 $11.7 Million - $12.6 Million
479,267 New
479,267 $12 Million

Others Institutions Holding IBDT

# of Institutions
344
Shares Held
82.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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