Klingman & Associates, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Klingman & Associates, LLC
- $1.97 Billion
- Q3 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 1,419,923 shares of IBDW stock, worth $29.9 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
1,419,923
Previous 1,311,440
8.27%
Holding current value
$29.9 Million
Previous $27.6 Million
9.2%
% of portfolio
1.53%
Previous 1.53%
Shares
10 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio