Klingman & Associates, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 988,062 shares of IBDS stock, worth $24 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
988,062
Previous 991,308 0.33%
Holding current value
$24 Million
Previous $24.1 Million 0.04%
% of portfolio
1.22%
Previous 1.33%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$24.14 - $24.34 $78,358 - $79,007
-3,246 Reduced 0.33%
988,062 $24 Million
Q2 2025

Jul 30, 2025
BUY
$23.96 - $24.27 $10,758 - $10,897
449 Added 0.05%
991,308 $24.1 Million
Q1 2025

May 12, 2025
SELL
$23.9 - $24.18 $345,665 - $349,715
-14,463 Reduced 1.44%
990,859 $24 Million
Q4 2024

Jan 31, 2025
SELL
$23.88 - $24.32 $289,807 - $295,147
-12,136 Reduced 1.19%
1,005,322 $24.1 Million
Q3 2024

Nov 01, 2024
SELL
$23.63 - $24.42 $156,359 - $161,587
-6,617 Reduced 0.65%
1,017,458 $24.8 Million
Q2 2024

Jul 30, 2024
SELL
$23.48 - $23.77 $1.47 Million - $1.49 Million
-62,804 Reduced 5.78%
1,024,075 $24.3 Million
Q1 2024

May 01, 2024
SELL
$23.67 - $24.03 $24,048 - $24,414
-1,016 Reduced 0.09%
1,086,879 $25.9 Million
Q4 2023

Jan 29, 2024
BUY
$22.84 - $23.94 $597,905 - $626,701
26,178 Added 2.47%
1,087,895 $26 Million
Q3 2023

Oct 30, 2023
BUY
$23.07 - $23.6 $438,237 - $448,305
18,996 Added 1.82%
1,061,717 $24.6 Million
Q2 2023

Jul 31, 2023
BUY
$23.39 - $23.94 $508,171 - $520,120
21,726 Added 2.13%
1,042,721 $24.5 Million
Q1 2023

May 03, 2023
BUY
$23.15 - $24.01 $1.1 Million - $1.14 Million
47,488 Added 4.88%
1,020,995 $24.3 Million
Q4 2022

Feb 03, 2023
BUY
$22.55 - $23.67 $7.06 Million - $7.42 Million
313,298 Added 47.45%
973,507 $22.8 Million
Q3 2022

Oct 28, 2022
BUY
$22.77 - $24.53 $3.74 Million - $4.03 Million
164,208 Added 33.11%
660,209 $15.2 Million
Q2 2022

Jul 27, 2022
BUY
$23.33 - $24.86 $11.6 Million - $12.3 Million
496,001 New
496,001 $11.8 Million

Others Institutions Holding IBDS

# of Institutions
433
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
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