Klingman & Associates, LLC Ishares Tr Transaction History

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,338,959 shares of IBDV stock, worth $29.4 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
1,338,959
Previous 1,312,798 1.99%
Holding current value
$29.4 Million
Previous $28.5 Million 3.22%
% of portfolio
1.63%
Previous 1.75%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$21.28 - $21.98 $556,706 - $575,018
26,161 Added 1.99%
1,338,959 $29.4 Million
Q1 2025

May 12, 2025
BUY
$21.11 - $21.73 $3.03 Million - $3.12 Million
143,607 Added 12.28%
1,312,798 $28.5 Million
Q4 2024

Jan 31, 2025
BUY
$21.24 - $22.15 $4.03 Million - $4.21 Million
189,970 Added 19.4%
1,169,191 $25 Million
Q3 2024

Nov 01, 2024
BUY
$21.11 - $22.24 $1.93 Million - $2.03 Million
91,358 Added 10.29%
979,221 $21.7 Million
Q2 2024

Jul 30, 2024
BUY
$20.82 - $21.38 $2.05 Million - $2.1 Million
98,443 Added 12.47%
887,863 $18.9 Million
Q1 2024

May 01, 2024
BUY
$21.16 - $21.68 $2.89 Million - $2.96 Million
136,650 Added 20.93%
789,420 $16.9 Million
Q4 2023

Jan 29, 2024
BUY
$19.85 - $21.72 $5.95 Million - $6.51 Million
299,601 Added 84.83%
652,770 $14.1 Million
Q3 2023

Oct 30, 2023
BUY
$20.34 - $21.26 $4.61 Million - $4.82 Million
226,527 Added 178.87%
353,169 $7.2 Million
Q2 2023

Jul 31, 2023
BUY
$21.0 - $21.69 $2.66 Million - $2.75 Million
126,642 New
126,642 $2.68 Million

Others Institutions Holding IBDV

# of Institutions
267
Shares Held
76.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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