Klingman & Associates, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Klingman & Associates, LLC

$1.61 Billion
Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 774,020 shares of IBDW stock, worth $15.8 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

774,020

Previous 658,667 17.51%

Holding current value

$15.8 Million

Previous $13.4 Million 22.9%

% of portfolio

1.02%

Previous 0.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$20.12 - $21.28 $2.32 Million - $2.45 Million	115,353 Added 17.51%	774,020 $16.4 Million
Q2 2024 Jul 30, 2024	BUY	$19.84 - $20.44 $1.87 Million - $1.92 Million	94,010 Added 16.65%	658,667 $13.4 Million
Q1 2024 May 01, 2024	BUY	$20.24 - $20.75 $2.94 Million - $3.02 Million	145,395 Added 34.68%	564,657 $11.6 Million
Q4 2023 Jan 29, 2024	BUY	$18.79 - $20.85 $4.64 Million - $5.15 Million	246,874 Added 143.21%	419,262 $8.71 Million
Q3 2023 Oct 30, 2023	BUY	$19.34 - $20.36 $1.72 Million - $1.81 Million	88,924 Added 106.54%	172,388 $3.34 Million
Q2 2023 Jul 31, 2023	BUY	$20.06 - $20.81 $1.67 Million - $1.74 Million	83,464 New	83,464 $1.69 Million

Others Institutions Holding IBDW

# of Institutions

157

Shares Held

41.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Account

Klingman & Associates, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History