Ishares Tr s^p aggr all shares owned by Klingman & Associates
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $449k | 5.0k | 89.56 |
| 2025-09-30 | $639k | 7.3k | 88.14 |
| 2025-06-30 | $605k | 7.3k | 83.40 |
| 2025-03-31 | $465k | 6.1k | 76.50 |
| 2024-12-31 | $466k | 6.1k | 76.61 |
| 2024-09-30 | $442k | 5.6k | 78.91 |
| 2024-06-30 | $419k | 5.6k | 74.78 |
| 2024-03-31 | $412k | 5.6k | 73.46 |
| 2023-12-31 | $387k | 5.6k | 69.05 |
| 2023-09-30 | $356k | 5.6k | 63.49 |