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Ishares Tr shares owned by Klingman & Associates

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Ishares Tr

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All positions including Ishares Tr held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 979k 22.17
2024-06-30 $19M 888k 21.26
2024-03-31 $17M 789k 21.40
2023-12-31 $14M 653k 21.64
2023-09-30 $7.2M 353k 20.38
2023-06-30 $2.7M 127k 21.20