Klingman & Associates, LLC Ishares Tr Transaction History

Klingman & Associates, LLC

$1.62 Billion
Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,169,191 shares of IBDV stock, worth $25.4 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

1,169,191

Previous 979,221 19.4%

Holding current value

$25.4 Million

Previous $21.7 Million 15.04%

% of portfolio

1.54%

Previous 1.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$21.24 - $22.15 $4.03 Million - $4.21 Million	189,970 Added 19.4%	1,169,191 $25 Million
Q3 2024 Nov 01, 2024	BUY	$21.11 - $22.24 $1.93 Million - $2.03 Million	91,358 Added 10.29%	979,221 $21.7 Million
Q2 2024 Jul 30, 2024	BUY	$20.82 - $21.38 $2.05 Million - $2.1 Million	98,443 Added 12.47%	887,863 $18.9 Million
Q1 2024 May 01, 2024	BUY	$21.16 - $21.68 $2.89 Million - $2.96 Million	136,650 Added 20.93%	789,420 $16.9 Million
Q4 2023 Jan 29, 2024	BUY	$19.85 - $21.72 $5.95 Million - $6.51 Million	299,601 Added 84.83%	652,770 $14.1 Million
Q3 2023 Oct 30, 2023	BUY	$20.34 - $21.26 $4.61 Million - $4.82 Million	226,527 Added 178.87%	353,169 $7.2 Million
Q2 2023 Jul 31, 2023	BUY	$21.0 - $21.69 $2.66 Million - $2.75 Million	126,642 New	126,642 $2.68 Million

Others Institutions Holding IBDV

# of Institutions

222

Shares Held

60.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Klingman & Associates, LLC Ishares Tr Transaction History