ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,510 Value ($000) $1,563 Avg Close — Range —
Q3 2025
Shares 11,643 Value ($000) $1,696 Avg Close — Range —
Q2 2025
Shares 13,606 Value ($000) $1,837 Avg Close — Range —
Q1 2025
Shares 13,405 Value ($000) $1,636 Avg Close — Range —
Q4 2024
Shares 13,844 Value ($000) $1,781 Avg Close — Range —
Q3 2024
Shares 13,715 Value ($000) $1,723 Avg Close — Range —
Q2 2024
Shares 17,247 Value ($000) $2,049 Avg Close — Range —
Q1 2024
Shares 17,386 Value ($000) $2,005 Avg Close — Range —
Q4 2023
Shares 18,198 Value ($000) $1,915 Avg Close — Range —
Q3 2023
Shares 17,865 Value ($000) $1,683 Avg Close — Range —
Q2 2023
Shares 13,354 Value ($000) $1,307 Avg Close — Range —
Q1 2023
Shares 12,997 Value ($000) $1,177 Avg Close — Range —
Q4 2022
Shares 12,621 Value ($000) $1,070 Avg Close — Range —
Q3 2022
Shares 14,905 Value ($000) $1,186 Avg Close — Range —
Q2 2022
Shares 12,990 Value ($000) $1,088 Avg Close — Range —
Q1 2022
Shares 7,898 Value ($000) $797 Avg Close — Range —
Q4 2021
Shares 8,811 Value ($000) $943 Avg Close — Range —
Q3 2021
Shares 8,796 Value ($000) $865 Avg Close — Range —
Q2 2021
Shares 8,580 Value ($000) $847 Avg Close — Range —
Q1 2021
Shares 8,580 Value ($000) $786 Avg Close — Range —
Q4 2020
Shares 6,894 Value ($000) $594 Avg Close — Range —
Q3 2020
Shares 2,703 Value ($000) $204 Avg Close — Range —
Q3 2019
Shares 4,284 Value ($000) $287 Avg Close — Range —