Klingman & Associates, LLC Ishares Tr Ibonds Dec 2023 Ter 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 2022 Jul 27, 2022	SELL	$25.31 - $25.54 $206,023 - $207,895	-8,140 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$26.07 - $26.2 $76,411 - $76,792	-2,931 Reduced 26.47%	8,140 $213,000
Q1 2021 Apr 29, 2021	SELL	$26.1 - $26.25 $31,267 - $31,447	-1,198 Reduced 9.76%	11,071 $290,000
Q1 2020 Apr 29, 2020	BUY	$24.02 - $26.26 $13,307 - $14,548	554 Added 4.73%	12,269 $315,000
Q4 2019 Jan 29, 2020	SELL	$25.73 - $25.86 $43,741 - $43,962	-1,700 Reduced 12.67%	11,715 $302,000
Q3 2019 Oct 22, 2019	BUY	$25.62 - $26.04 $7,686 - $7,812	300 Added 2.29%	13,415 $346,000
Q2 2019 Sep 27, 2019	BUY	$25.34 - $25.73 $332,334 - $337,448	13,115 New	13,115 $337,000
Q2 2019 Jul 24, 2019	SELL	$25.34 - $25.73 $331,852 - $336,960	-13,096 Closed	0 $0
Q1 2019 May 03, 2019	BUY	$25.08 - $25.5 $30,973 - $31,492	1,235 Added 10.41%	13,096 $333,000
Q4 2018 Jan 28, 2019	BUY	$24.6 - $25.11 $291,780 - $297,829	11,861 New	11,861 $298,000

Others Institutions Holding IBML

# of Institutions

11

Shares Held

457K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

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