Klingman & Associates, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Klingman & Associates, LLC

$1.62 Billion
Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,281,609 shares of IBDU stock, worth $29.6 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

1,281,609

Previous 1,211,319 5.8%

Holding current value

$29.6 Million

Previous $28.5 Million 2.61%

% of portfolio

1.8%

Previous 1.77%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.71 - $23.47 $1.6 Million - $1.65 Million	70,290 Added 5.8%	1,281,609 $29.2 Million
Q3 2024 Nov 01, 2024	BUY	$22.51 - $23.57 $580,893 - $608,247	25,806 Added 2.18%	1,211,319 $28.5 Million
Q2 2024 Jul 30, 2024	SELL	$22.29 - $22.77 $526,690 - $538,032	-23,629 Reduced 1.95%	1,185,513 $26.9 Million
Q1 2024 May 01, 2024	BUY	$22.61 - $23.1 $746,763 - $762,946	33,028 Added 2.81%	1,209,142 $27.6 Million
Q4 2023 Jan 29, 2024	BUY	$21.44 - $23.11 $1.02 Million - $1.1 Million	47,450 Added 4.2%	1,176,114 $27.1 Million
Q3 2023 Oct 30, 2023	BUY	$21.83 - $22.62 $679,174 - $703,753	31,112 Added 2.83%	1,128,664 $24.7 Million
Q2 2023 Jul 31, 2023	BUY	$22.32 - $23.04 $432,539 - $446,492	19,379 Added 1.8%	1,097,552 $24.6 Million
Q1 2023 May 03, 2023	BUY	$21.99 - $23.12 $1.24 Million - $1.31 Million	56,563 Added 5.54%	1,078,173 $24.7 Million
Q4 2022 Feb 03, 2023	BUY	$21.21 - $22.74 $7.06 Million - $7.57 Million	332,952 Added 48.35%	1,021,610 $22.6 Million
Q3 2022 Oct 28, 2022	BUY	$21.55 - $23.64 $3.6 Million - $3.95 Million	167,223 Added 32.07%	688,658 $15 Million
Q2 2022 Jul 27, 2022	BUY	$22.39 - $24.47 $11.7 Million - $12.8 Million	521,435 New	521,435 $11.9 Million

Others Institutions Holding IBDU

# of Institutions

269

Shares Held

80.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
Industry ETFs

More about IBDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Account

Klingman & Associates, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History