ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 32,206 Value ($000) $4,546 Avg Close Range
Q3 2025
Shares 32,281 Value ($000) $4,587 Avg Close Range
Q2 2025
Shares 32,681 Value ($000) $4,340 Avg Close Range
Q1 2025
Shares 32,672 Value ($000) $4,388 Avg Close Range
Q4 2024
Shares 32,672 Value ($000) $4,290 Avg Close Range
Q3 2024
Shares 32,672 Value ($000) $4,413 Avg Close Range
Q2 2024
Shares 32,672 Value ($000) $3,953 Avg Close Range
Q1 2024
Shares 32,672 Value ($000) $4,025 Avg Close Range
Q4 2023
Shares 32,672 Value ($000) $3,830 Avg Close Range
Q3 2023
Shares 32,672 Value ($000) $3,517 Avg Close Range
Q2 2023
Shares 49,836 Value ($000) $5,646 Avg Close Range
Q1 2023
Shares 32,672 Value ($000) $3,829 Avg Close Range
Q4 2022
Shares 32,722 Value ($000) $3,946 Avg Close Range
Q3 2022
Shares 31,913 Value ($000) $3,422 Avg Close Range
Q2 2022
Shares 31,913 Value ($000) $3,755 Avg Close Range
Q1 2022
Shares 31,913 Value ($000) $4,089 Avg Close Range
Q4 2021
Shares 31,888 Value ($000) $3,909 Avg Close Range
Q3 2021
Shares 31,888 Value ($000) $3,658 Avg Close Range
Q2 2021
Shares 32,086 Value ($000) $3,742 Avg Close Range
Q1 2021
Shares 32,749 Value ($000) $3,737 Avg Close Range
Q4 2020
Shares 34,754 Value ($000) $3,343 Avg Close Range
Q3 2020
Shares 36,144 Value ($000) $2,947 Avg Close Range
Q2 2020
Shares 37,072 Value ($000) $2,992 Avg Close Range
Q1 2020
Shares 40,572 Value ($000) $2,984 Avg Close Range
Q4 2019
Shares 41,782 Value ($000) $4,415 Avg Close Range
Q3 2019
Shares 42,687 Value ($000) $4,352 Avg Close Range
Q2 2019
Shares 42,722 Value ($000) $4,253 Avg Close Range
Q1 2019
Shares 42,722 Value ($000) $4,194 Avg Close Range
Q4 2018
Shares 42,722 Value ($000) $3,816 Avg Close Range
Q3 2018
Shares 43,042 Value ($000) $4,294 Avg Close Range
Q2 2018
Shares 43,042 Value ($000) $4,207 Avg Close Range
Q1 2018
Shares 43,538 Value ($000) $4,141 Avg Close Range
Q4 2017
Shares 43,793 Value ($000) $4,316 Avg Close Range
Q3 2017
Shares 43,565 Value ($000) $4,080 Avg Close Range
Q2 2017
Shares 43,565 Value ($000) $4,017 Avg Close Range
Q1 2017
Shares 47,342 Value ($000) $4,313 Avg Close Range
Q4 2016
Shares 47,342 Value ($000) $4,193 Avg Close Range
Q3 2016
Shares 47,671 Value ($000) $4,085 Avg Close Range
Q2 2016
Shares 48,011 Value ($000) $4,094 Avg Close Range
Q1 2016
Shares 48,380 Value ($000) $3,951 Avg Close Range
Q4 2015
Shares 48,125 Value ($000) $3,617 Avg Close Range
Q3 2015
Shares 48,095 Value ($000) $3,498 Avg Close Range
Q2 2015
Shares 48,095 Value ($000) $3,614 Avg Close Range
Q1 2015
Shares 48,095 Value ($000) $3,749 Avg Close Range
Q4 2014
Shares 48,095 Value ($000) $3,818 Avg Close Range