Klingman & Associates, LLC Ishares Ibonds Dec 2022 Term M Transaction History

Klingman & Associates, LLC

$1.48 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 27, 2021	SELL	$26.22 - $26.35 $218,176 - $219,258	-8,321 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$26.3 - $26.42 $30,981 - $31,122	-1,178 Reduced 12.4%	8,321 $219,000
Q2 2020 Aug 04, 2020	SELL	$25.61 - $26.52 $16,902 - $17,503	-660 Reduced 6.5%	9,499 $251,000
Q1 2020 Apr 29, 2020	BUY	$24.77 - $26.49 $17,339 - $18,543	700 Added 7.4%	10,159 $264,000
Q4 2019 Jan 29, 2020	SELL	$26.11 - $26.21 $44,387 - $44,557	-1,700 Reduced 15.23%	9,459 $247,000
Q3 2019 Oct 22, 2019	BUY	$26.05 - $26.33 $7,815 - $7,898	300 Added 2.76%	11,159 $292,000
Q2 2019 Sep 27, 2019	BUY	$25.82 - $26.13 $280,379 - $283,745	10,859 New	10,859 $284,000
Q2 2019 Jul 24, 2019	SELL	$25.82 - $26.13 $279,888 - $283,249	-10,840 Closed	0 $0
Q1 2019 May 03, 2019	BUY	$25.61 - $25.94 $72,860 - $73,799	2,845 Added 35.58%	10,840 $281,000
Q4 2018 Jan 28, 2019	BUY	$25.21 - $25.63 $201,553 - $204,911	7,995 New	7,995 $205,000

Others Institutions Holding IBMK

# of Institutions

5

Shares Held

119K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2022 TERM M

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