Klingman & Associates, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Klingman & Associates, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 24,262 shares of IBMQ stock, worth $614,799. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,262
Previous 28,309
14.3%
Holding current value
$614,799
Previous $708,000
12.29%
% of portfolio
0.04%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding IBMQ
# of Institutions
127Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$28.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc865KShares$21.9 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO822KShares$20.8 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH818KShares$20.7 Million0.33% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.1 Million0.54% of portfolio