Ishares Tr shares owned by Klingman & Associates
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 1.4M | 21.22 |
| 2025-06-30 | $28M | 1.3M | 21.04 |
| 2025-03-31 | $27M | 1.3M | 20.75 |
| 2024-12-31 | $21M | 1.0M | 20.35 |
| 2024-09-30 | $16M | 774k | 21.22 |
| 2024-06-30 | $13M | 659k | 20.29 |
| 2024-03-31 | $12M | 565k | 20.49 |
| 2023-12-31 | $8.7M | 419k | 20.77 |
| 2023-09-30 | $3.3M | 172k | 19.39 |
| 2023-06-30 | $1.7M | 84k | 20.27 |