Klingman & Associates, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Klingman & Associates, LLC

$1.44 Billion
Q1 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 16,351 shares of IBMN stock, worth $432,974. This represents 0.03% of its overall portfolio holdings.

Number of Shares

16,351

Previous 19,701 17.0%

Holding current value

$432,974

Previous $523,000 17.4%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$26.4 - $26.55 $88,440 - $88,942	-3,350 Reduced 17.0%	16,351 $432,000
Q4 2023 Jan 29, 2024	SELL	$26.02 - $26.55 $285,309 - $291,120	-10,965 Reduced 35.76%	19,701 $523,000
Q3 2023 Oct 30, 2023	BUY	$26.08 - $26.38 $39,772 - $40,229	1,525 Added 5.23%	30,666 $799,000
Q2 2023 Jul 31, 2023	BUY	$26.14 - $26.64 $116,349 - $118,574	4,451 Added 18.03%	29,141 $767,000
Q1 2023 May 03, 2023	BUY	$26.16 - $26.7 $47,088 - $48,060	1,800 Added 7.86%	24,690 $657,000

Q4 2022 Feb 03, 2023	SELL	$25.94 - $26.5 $160,568 - $164,035	-6,190 Reduced 21.29%	22,890 $603,000
Q3 2022 Oct 28, 2022	BUY	$26.01 - $26.92 $340,210 - $352,113	13,080 Added 81.75%	29,080 $754,000
Q2 2022 Jul 27, 2022	BUY	$26.16 - $26.71 $418,560 - $427,360	16,000 New	16,000 $426,000

Others Institutions Holding IBMN

# of Institutions

159

Shares Held

17.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Klingman & Associates, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History