Klingman & Associates, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Klingman & Associates, LLC
- $2.03 Billion
- Q4 2025
A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 886,734 shares of IBDX stock, worth $22.6 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
886,734
Previous 675,192
31.33%
Holding current value
$22.6 Million
Previous $17.3 Million
30.51%
% of portfolio
1.11%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding IBDX
# of Institutions
195Shares Held
45.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC3.17MShares$80.7 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
-
Capital Advisors Inc2.65MShares$67.6 Million1.13% of portfolio
-
Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio