Klingman & Associates, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,311,440 shares of IBDW stock, worth $27.5 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
1,311,440
Previous 1,282,281 2.27%
Holding current value
$27.5 Million
Previous $26.6 Million 3.7%
% of portfolio
1.53%
Previous 1.63%

Shares

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

Jul 30, 2025
BUY
$20.23 - $21.04 $589,886 - $613,505
29,159 Added 2.27%
1,311,440 $27.6 Million
Q1 2025

May 12, 2025
BUY
$20.1 - $20.8 $5.19 Million - $5.37 Million
257,981 Added 25.19%
1,282,281 $26.6 Million
Q4 2024

Jan 31, 2025
BUY
$20.28 - $21.2 $5.08 Million - $5.31 Million
250,280 Added 32.34%
1,024,300 $20.8 Million
Q3 2024

Nov 01, 2024
BUY
$20.12 - $21.28 $2.32 Million - $2.45 Million
115,353 Added 17.51%
774,020 $16.4 Million
Q2 2024

Jul 30, 2024
BUY
$19.84 - $20.44 $1.87 Million - $1.92 Million
94,010 Added 16.65%
658,667 $13.4 Million
Q1 2024

May 01, 2024
BUY
$20.24 - $20.75 $2.94 Million - $3.02 Million
145,395 Added 34.68%
564,657 $11.6 Million
Q4 2023

Jan 29, 2024
BUY
$18.79 - $20.85 $4.64 Million - $5.15 Million
246,874 Added 143.21%
419,262 $8.71 Million
Q3 2023

Oct 30, 2023
BUY
$19.34 - $20.36 $1.72 Million - $1.81 Million
88,924 Added 106.54%
172,388 $3.34 Million
Q2 2023

Jul 31, 2023
BUY
$20.06 - $20.81 $1.67 Million - $1.74 Million
83,464 New
83,464 $1.69 Million

Others Institutions Holding IBDW

# of Institutions
230
Shares Held
64.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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