Klingman & Associates, LLC Ishares Tr Ibonds December 202 Transaction History

Klingman & Associates, LLC

  • $1.48 Billion
  • Q2 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Klingman & Associates, LLC holds 25,157 shares of IBMO stock, worth $642,006. This represents 0.04% of its overall portfolio holdings.

Number of Shares
25,157
Previous 45,077 44.19%
Holding current value
$642,006
Previous $1.14 Million 44.31%
% of portfolio
0.04%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$25.16 - $25.33 $501,187 - $504,573
-19,920 Reduced 44.19%
25,157 $636,000
Q1 2024

May 01, 2024
SELL
$25.35 - $25.52 $291,170 - $293,122
-11,486 Reduced 20.31%
45,077 $1.14 Million
Q4 2023

Jan 29, 2024
SELL
$24.71 - $25.52 $205,414 - $212,147
-8,313 Reduced 12.81%
56,563 $1.44 Million
Q3 2023

Oct 30, 2023
BUY
$24.76 - $25.26 $143,855 - $146,760
5,810 Added 9.84%
64,876 $1.61 Million
Q2 2023

Jul 31, 2023
BUY
$24.96 - $25.63 $129,217 - $132,686
5,177 Added 9.61%
59,066 $1.49 Million
Q1 2023

May 03, 2023
BUY
$24.99 - $25.64 $172,605 - $177,095
6,907 Added 14.7%
53,889 $1.38 Million
Q4 2022

Feb 03, 2023
BUY
$24.52 - $25.33 $511,756 - $528,662
20,871 Added 79.93%
46,982 $1.18 Million
Q3 2022

Oct 28, 2022
BUY
$24.63 - $25.76 $284,107 - $297,141
11,535 Added 79.14%
26,111 $643,000
Q2 2022

Jul 27, 2022
BUY
$24.88 - $25.49 $362,650 - $371,542
14,576 New
14,576 $369,000

Others Institutions Holding IBMO

# of Institutions
165
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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  • Ticker IBMO
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