Klingman & Associates, LLC Ishares Tr Transaction History

Klingman & Associates, LLC

$1.61 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 04, 2020	SELL	$21.21 - $27.95 $2.36 Million - $3.1 Million	-111,083 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$19.58 - $34.05 $27,568 - $47,942	-1,408 Reduced 1.25%	111,083 $2.51 Million
Q4 2019 Jan 29, 2020	SELL	$29.79 - $33.61 $14,716 - $16,603	-494 Reduced 0.44%	112,491 $3.78 Million
Q3 2019 Oct 22, 2019	SELL	$30.41 - $31.26 $226,402 - $232,730	-7,445 Reduced 6.18%	112,985 $3.47 Million
Q2 2019 Sep 27, 2019	BUY	N/A	60,169 Added 99.85%	120,430 $3.7 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-72,924 Reduced 54.75%	60,261 $1.85 Million
Q1 2019 May 03, 2019	BUY	N/A	592 Added 0.45%	133,185 $4.11 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-43,699 Reduced 24.79%	132,593 $3.81 Million
Q3 2018 Oct 26, 2018	SELL	N/A	-6,800 Reduced 3.71%	176,292 $5.75 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-37,396 Reduced 16.96%	183,092 $5.87 Million
Q1 2018 Apr 25, 2018	SELL	N/A	-4,320 Reduced 1.92%	220,488 $7.28 Million
Q4 2017 Feb 02, 2018	SELL	N/A	-12,359 Reduced 5.21%	224,808 $7.6 Million
Q3 2017 Oct 24, 2017	BUY	N/A	237,167	237,167 $8.01 Million

Others Institutions Holding IDV

# of Institutions

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

About ISHARES TR

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