Klingman & Associates, LLC Ishares Tr Transaction History

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr stock. As of the latest transaction made, Klingman & Associates, LLC holds 979,221 shares of IBDV stock, worth $20.9 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
979,221
Previous 887,863 10.29%
Holding current value
$20.9 Million
Previous $18.9 Million 15.01%
% of portfolio
1.35%
Previous 1.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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