Klingman & Associates, LLC ISHARES TR Transaction History

Klingman & Associates, LLC

  • $1.63 Billion
  • Q1 2025
Number of Shares
22,373
Previous 21,277 5.15%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 12, 2025
BUY
N/A
1,096 Added 5.15%
22,373 $0
Q4 2024

Jan 31, 2025
SELL
N/A
-3,566 Reduced 14.35%
21,277 $0
Q3 2024

Nov 01, 2024
BUY
N/A
630 Added 2.6%
24,843 $0
Q2 2024

Jul 30, 2024
SELL
N/A
-18,076 Reduced 42.74%
24,213 $0
Q1 2024

May 01, 2024
BUY
N/A
7,513 Added 21.6%
42,289 $0
Q4 2023

Jan 29, 2024
BUY
N/A
12,920 Added 59.11%
34,776 $0
Q3 2023

Oct 30, 2023
BUY
N/A
21,856 New
21,856 $0
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