Klingman & Associates, LLC Ishares Tr Russell 1000 ETF Transaction History

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 22,103 shares of IWB stock, worth $7.31 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
22,103
Previous 22,103 -0.0%
Holding current value
$7.31 Million
Previous $6.58 Million 5.66%
% of portfolio
0.43%
Previous 0.44%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$225.16 - $263.17 $4,503 - $5,263
-20 Reduced 0.09%
22,103 $5.8 Million
Q4 2022

Feb 03, 2023
BUY
$196.94 - $224.49 $135,888 - $154,898
690 Added 3.22%
22,123 $4.66 Million
Q3 2022

Oct 28, 2022
SELL
$197.33 - $237.63 $295,995 - $356,445
-1,500 Reduced 6.54%
21,433 $4.23 Million
Q2 2022

Jul 27, 2022
BUY
$201.03 - $253.2 $482,472 - $607,680
2,400 Added 11.69%
22,933 $4.77 Million
Q3 2021

Nov 01, 2021
SELL
$239.32 - $255.42 $4,786 - $5,108
-20 Reduced 0.1%
20,533 $4.96 Million
Q4 2020

Feb 09, 2021
SELL
$182.85 - $211.84 $3,291 - $3,813
-18 Reduced 0.09%
20,553 $4.35 Million
Q2 2020

Aug 04, 2020
BUY
$135.3 - $179.75 $78,474 - $104,255
580 Added 2.9%
20,571 $3.53 Million
Q4 2019

Jan 29, 2020
BUY
$159.7 - $178.97 $6,388 - $7,158
40 Added 0.2%
19,991 $3.57 Million
Q2 2019

Sep 27, 2019
BUY
N/A
19,951 New
19,951 $3.25 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-19,951 Closed
0 $0
Q4 2018

Jan 28, 2019
SELL
N/A
-1,618 Reduced 7.5%
19,951 $2.77 Million
Q3 2017

Oct 24, 2017
BUY
N/A
21,569
21,569 $3.02 Million

Others Institutions Holding IWB

# of Institutions
1,374
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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