Klingman & Associates, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Klingman & Associates, LLC
- $1.61 Billion
- Q3 2024
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 1,211,319 shares of IBDU stock, worth $27.8 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
1,211,319
Previous 1,185,513
2.18%
Holding current value
$27.8 Million
Previous $26.9 Million
5.96%
% of portfolio
1.77%
Previous 1.82%
Shares
10 transactions
Others Institutions Holding IBDU
# of Institutions
234Shares Held
59.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.9 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$73 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$58.6 Million0.01% of portfolio