Klingman & Associates, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Klingman & Associates, LLC
- $1.97 Billion
- Q3 2025
A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 802,857 shares of IBDR stock, worth $19.1 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
802,857
Previous 818,441
1.9%
Holding current value
$19.1 Million
Previous $19.4 Million
1.9%
% of portfolio
0.97%
Previous 1.08%
Shares
14 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio