Klingman & Associates, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Klingman & Associates, LLC

  • $1.63 Billion
  • Q1 2025

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 20,432 shares of IBMQ stock, worth $516,316. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,432
Previous 22,269 8.25%
Holding current value
$516,316
Previous $560,000 7.86%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$25.08 - $25.39 $46,071 - $46,641
-1,837 Reduced 8.25%
20,432 $516,000
Q4 2024

Jan 31, 2025
SELL
$25.06 - $25.59 $49,944 - $51,000
-1,993 Reduced 8.21%
22,269 $560,000
Q3 2024

Nov 01, 2024
SELL
$24.91 - $25.63 $100,810 - $103,724
-4,047 Reduced 14.3%
24,262 $621,000
Q2 2024

Jul 30, 2024
SELL
$24.81 - $25.19 $778,091 - $790,008
-31,362 Reduced 52.56%
28,309 $708,000
Q1 2024

May 01, 2024
SELL
$25.27 - $25.61 $148,966 - $150,970
-5,895 Reduced 8.99%
59,671 $1.51 Million
Q4 2023

Jan 29, 2024
BUY
$24.26 - $25.61 $195,244 - $206,109
8,048 Added 13.99%
65,566 $1.68 Million
Q3 2023

Oct 30, 2023
BUY
$24.41 - $25.28 $301,609 - $312,359
12,356 Added 27.36%
57,518 $1.4 Million
Q2 2023

Jul 31, 2023
BUY
$24.9 - $25.77 $289,437 - $299,550
11,624 Added 34.66%
45,162 $1.14 Million
Q1 2023

May 03, 2023
BUY
$24.96 - $25.8 $187,898 - $194,222
7,528 Added 28.94%
33,538 $858,000
Q4 2022

Feb 03, 2023
BUY
$24.12 - $25.25 $627,361 - $656,752
26,010 New
26,010 $652,000

Others Institutions Holding IBMQ

# of Institutions
151
Shares Held
16M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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  • Ticker IBMQ
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