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

Klingman & Associates, LLC

$1.62 Billion
Q4 2024

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 1,024,300 shares of IBDW stock, worth $21 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

1,024,300

Previous 774,020 32.34%

Holding current value

$21 Million

Previous $16.4 Million 26.91%

% of portfolio

1.28%

Previous 1.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

165

Shares Held

42.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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