Klingman & Associates, LLC Ishares S&P Midcap 400 Growth Transaction History

Klingman & Associates, LLC

$1.62 Billion
Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Klingman & Associates, LLC holds 2,239 shares of IJK stock, worth $185,926. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,239

Previous 2,299 2.61%

Holding current value

$185,926

Previous $211,000 3.79%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$90.66 - $99.46 $5,439 - $5,967	-60 Reduced 2.61%	2,239 $203,000
Q3 2024 Nov 01, 2024	SELL	$84.81 - $93.54 $13,654 - $15,059	-161 Reduced 6.54%	2,299 $211,000
Q2 2024 Jul 30, 2024	BUY	$84.85 - $91.12 $208,731 - $224,155	2,460 New	2,460 $216,000
Q2 2023 Jul 31, 2023	BUY	$69.13 - $75.0 $188,863 - $204,900	2,732 New	2,732 $204,000
Q2 2022 Jul 27, 2022	SELL	$61.85 - $78.06 $168,974 - $213,259	-2,732 Closed	0 $0
Q3 2021 Nov 01, 2021	BUY	$77.71 - $83.6 $212,303 - $228,395	2,732 New	2,732 $216,000
Q2 2018 Aug 02, 2018	SELL	N/A	-1,030 Closed	0 $0
Q4 2017 Feb 02, 2018	SELL	N/A	-44 Reduced 4.1%	1,030 $222,000
Q3 2017 Oct 24, 2017	BUY	N/A	1,074	1,074 $217,000

Others Institutions Holding IJK

# of Institutions

974

Shares Held

70.5M

Call Options Held

4.2K

Put Options Held

800

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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Klingman & Associates, LLC Ishares S&P Midcap 400 Growth Transaction History