Klingman & Associates, LLC Ishares S&P 500 Growth ETF Transaction History

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 3,482 shares of IVW stock, worth $421,461. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,482
Previous 3,482 -0.0%
Holding current value
$421,461
Previous $383,000 9.66%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$92.45 - $106.69 $212,635 - $245,387
-2,300 Reduced 39.78%
3,482 $323,000
Q3 2023

Oct 30, 2023
SELL
$68.05 - $72.66 $74,650 - $79,708
-1,097 Reduced 15.95%
5,782 $395,000
Q2 2023

Jul 31, 2023
BUY
$63.21 - $70.48 $434,821 - $484,831
6,879 New
6,879 $484,000
Q1 2022

May 06, 2022
SELL
$68.33 - $84.32 $177,384 - $218,894
-2,596 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$73.18 - $84.81 $189,975 - $220,166
2,596 New
2,596 $217,000

Others Institutions Holding IVW

# of Institutions
2,184
Shares Held
421M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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