Klingman & Associates, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Klingman & Associates, LLC

$1.61 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$25.61 - $25.94 $59,287 - $60,051	-2,315 Reduced 21.85%	8,278 $214,000
Q4 2022 Feb 03, 2023	SELL	$25.46 - $25.87 $58,430 - $59,371	-2,295 Reduced 17.81%	10,593 $272,000
Q3 2022 Oct 28, 2022	BUY	$25.41 - $26.18 $73,689 - $75,922	2,900 Added 29.03%	12,888 $329,000
Q2 2022 Jul 27, 2022	BUY	$25.67 - $26.04 $256,391 - $260,087	9,988 New	9,988 $260,000
Q2 2021 Jul 27, 2021	SELL	$26.95 - $27.11 $239,316 - $240,736	-8,880 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$26.92 - $27.14 $13,460 - $13,570	-500 Reduced 5.33%	8,880 $240,000
Q2 2020 Aug 04, 2020	SELL	$25.75 - $27.02 $8,497 - $8,916	-330 Reduced 3.4%	9,380 $253,000
Q1 2020 Apr 29, 2020	BUY	$23.94 - $27.03 $232,457 - $262,461	9,710 New	9,710 $254,000

Others Institutions Holding IBMM

# of Institutions

169

Shares Held

12.6M

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2024 TER

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