ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 13,969 Value ($000) $4,207 Avg Close — Range —
Q3 2025
Shares 13,969 Value ($000) $3,787 Avg Close — Range —
Q2 2025
Shares 14,185 Value ($000) $3,386 Avg Close — Range —
Q1 2025
Shares 14,185 Value ($000) $2,669 Avg Close — Range —
Q4 2024
Shares 13,295 Value ($000) $2,865 Avg Close — Range —
Q3 2024
Shares 13,200 Value ($000) $3,044 Avg Close — Range —
Q2 2024
Shares 13,212 Value ($000) $3,258 Avg Close — Range —
Q1 2024
Shares 13,200 Value ($000) $2,982 Avg Close — Range —
Q4 2023
Shares 4,400 Value ($000) $2,535 Avg Close — Range —
Q3 2023
Shares 4,400 Value ($000) $2,084 Avg Close — Range —
Q2 2023
Shares 4,400 Value ($000) $2,232 Avg Close — Range —
Q1 2023
Shares 4,400 Value ($000) $1,957 Avg Close — Range —
Q4 2022
Shares 4,400 Value ($000) $1,531 Avg Close — Range —
Q3 2022
Shares 4,400 Value ($000) $1,402 Avg Close — Range —
Q2 2022
Shares 4,400 Value ($000) $1,538 Avg Close — Range —
Q1 2022
Shares 4,400 Value ($000) $2,082 Avg Close — Range —
Q4 2021
Shares 4,400 Value ($000) $2,386 Avg Close — Range —
Q3 2021
Shares 4,400 Value ($000) $1,962 Avg Close — Range —
Q2 2021
Shares 4,400 Value ($000) $1,999 Avg Close — Range —
Q1 2021
Shares 4,400 Value ($000) $1,866 Avg Close — Range —
Q4 2020
Shares 4,400 Value ($000) $1,668 Avg Close — Range —
Q3 2020
Shares 4,410 Value ($000) $1,343 Avg Close — Range —
Q2 2020
Shares 4,400 Value ($000) $1,192 Avg Close — Range —
Q1 2020
Shares 4,400 Value ($000) $903 Avg Close — Range —
Q4 2019
Shares 4,400 Value ($000) $1,105 Avg Close — Range —
Q3 2019
Shares 4,400 Value ($000) $930 Avg Close — Range —
Q2 2019
Shares 4,400 Value ($000) $873 Avg Close — Range —
Q1 2019
Shares 4,400 Value ($000) $834 Avg Close — Range —
Q4 2018
Shares 4,400 Value ($000) $690 Avg Close — Range —
Q3 2018
Shares 4,400 Value ($000) $814 Avg Close — Range —
Q2 2018
Shares 4,400 Value ($000) $784 Avg Close — Range —
Q1 2018
Shares 4,400 Value ($000) $792 Avg Close — Range —
Q4 2017
Shares 4,400 Value ($000) $747 Avg Close — Range —
Q3 2017
Shares 4,400 Value ($000) $698 Avg Close — Range —
Q2 2017
Shares 4,400 Value ($000) $617 Avg Close — Range —
Q1 2017
Shares 4,400 Value ($000) $602 Avg Close — Range —
Q4 2016
Shares 4,400 Value ($000) $540 Avg Close — Range —
Q3 2016
Shares 4,400 Value ($000) $497 Avg Close — Range —
Q2 2016
Shares 4,400 Value ($000) $412 Avg Close — Range —
Q1 2016
Shares 4,400 Value ($000) $403 Avg Close — Range —
Q4 2015
Shares 4,400 Value ($000) $395 Avg Close — Range —
Q3 2015
Shares 4,400 Value ($000) $358 Avg Close — Range —
Q2 2015
Shares 4,400 Value ($000) $405 Avg Close — Range —
Q1 2015
Shares 4,400 Value ($000) $414 Avg Close — Range —
Q4 2014
Shares 4,400 Value ($000) $408 Avg Close — Range —