Ishares Tr shares owned by Klingman & Associates
Quarter-by-quarter ownership of Ishares Tr (IBDX) 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 | $17M | 675k | 25.62 |
| 2025-06-30 | $13M | 514k | 25.29 |
| 2025-03-31 | $9.8M | 393k | 24.99 |