Klingman & Associates, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,421,892 shares of IBDU stock, worth $33.2 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
1,421,892
Previous 1,346,557 5.59%
Holding current value
$33.2 Million
Previous $31.4 Million 6.23%
% of portfolio
1.69%
Previous 1.74%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$23.13 - $23.54 $1.74 Million - $1.77 Million
75,335 Added 5.59%
1,421,892 $33.4 Million
Q2 2025

Jul 30, 2025
BUY
$22.7 - $23.33 $316,778 - $325,570
13,955 Added 1.05%
1,346,557 $31.4 Million
Q1 2025

May 12, 2025
BUY
$22.61 - $23.14 $1.15 Million - $1.18 Million
50,993 Added 3.98%
1,332,602 $30.8 Million
Q4 2024

Jan 31, 2025
BUY
$22.71 - $23.47 $1.6 Million - $1.65 Million
70,290 Added 5.8%
1,281,609 $29.2 Million
Q3 2024

Nov 01, 2024
BUY
$22.51 - $23.57 $580,893 - $608,247
25,806 Added 2.18%
1,211,319 $28.5 Million
Q2 2024

Jul 30, 2024
SELL
$22.29 - $22.77 $526,690 - $538,032
-23,629 Reduced 1.95%
1,185,513 $26.9 Million
Q1 2024

May 01, 2024
BUY
$22.61 - $23.1 $746,763 - $762,946
33,028 Added 2.81%
1,209,142 $27.6 Million
Q4 2023

Jan 29, 2024
BUY
$21.44 - $23.11 $1.02 Million - $1.1 Million
47,450 Added 4.2%
1,176,114 $27.1 Million
Q3 2023

Oct 30, 2023
BUY
$21.83 - $22.62 $679,174 - $703,753
31,112 Added 2.83%
1,128,664 $24.7 Million
Q2 2023

Jul 31, 2023
BUY
$22.32 - $23.04 $432,539 - $446,492
19,379 Added 1.8%
1,097,552 $24.6 Million
Q1 2023

May 03, 2023
BUY
$21.99 - $23.12 $1.24 Million - $1.31 Million
56,563 Added 5.54%
1,078,173 $24.7 Million
Q4 2022

Feb 03, 2023
BUY
$21.21 - $22.74 $7.06 Million - $7.57 Million
332,952 Added 48.35%
1,021,610 $22.6 Million
Q3 2022

Oct 28, 2022
BUY
$21.55 - $23.64 $3.6 Million - $3.95 Million
167,223 Added 32.07%
688,658 $15 Million
Q2 2022

Jul 27, 2022
BUY
$22.39 - $24.47 $11.7 Million - $12.8 Million
521,435 New
521,435 $11.9 Million

Others Institutions Holding IBDU

# of Institutions
347
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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  • Ticker IBDU
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