iShares Russell 1000 Index shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.9M | 22k | 314.39 |
| 2024-06-30 | $6.6M | 22k | 297.54 |
| 2024-03-31 | $6.4M | 22k | 288.03 |
| 2023-12-31 | $5.8M | 22k | 262.26 |
| 2023-09-30 | $5.2M | 22k | 234.91 |
| 2023-06-30 | $5.4M | 22k | 243.74 |
| 2023-03-31 | $5.0M | 22k | 225.23 |
| 2022-12-31 | $4.7M | 22k | 210.52 |
| 2022-09-30 | $4.2M | 21k | 197.31 |
| 2022-06-30 | $4.8M | 23k | 207.78 |
| 2022-03-31 | $5.1M | 21k | 250.09 |
| 2021-12-31 | $5.4M | 21k | 264.45 |
| 2021-09-30 | $5.0M | 21k | 241.71 |
| 2021-06-30 | $5.0M | 21k | 242.06 |
| 2021-03-31 | $4.6M | 21k | 223.81 |
| 2020-12-31 | $4.4M | 21k | 211.84 |
| 2020-09-30 | $3.9M | 21k | 187.16 |
| 2020-06-30 | $3.5M | 21k | 171.70 |
| 2020-03-31 | $2.8M | 20k | 141.51 |
| 2019-12-31 | $3.6M | 20k | 178.43 |
| 2019-09-30 | $3.3M | 20k | 164.55 |
| 2019-06-30 | $3.2M | 20k | 162.80 |
| 2019-03-31 | $3.1M | 20k | 157.29 |
| 2018-12-31 | $2.8M | 20k | 138.69 |
| 2018-09-30 | $3.5M | 22k | 161.71 |
| 2018-06-30 | $3.3M | 22k | 151.98 |
| 2018-03-31 | $3.2M | 22k | 146.88 |
| 2017-12-31 | $3.2M | 22k | 148.59 |
| 2017-09-30 | $3.0M | 22k | 139.88 |
| 2017-06-30 | $2.9M | 22k | 135.29 |
| 2017-03-31 | $2.8M | 22k | 131.23 |
| 2016-12-31 | $2.7M | 22k | 124.44 |
| 2016-09-30 | $2.6M | 21k | 120.44 |
| 2016-06-30 | $2.5M | 21k | 116.87 |
| 2016-03-31 | $2.4M | 21k | 114.06 |
| 2015-12-31 | $2.4M | 21k | 113.30 |
| 2015-09-30 | $591k | 5.5k | 107.01 |
| 2015-06-30 | $619k | 5.3k | 116.03 |