ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 567,432 Value ($000) $68,194 Avg Close Range
Q3 2025
Shares 551,551 Value ($000) $65,541 Avg Close Range
Q2 2025
Shares 534,526 Value ($000) $58,418 Avg Close Range
Q1 2025
Shares 549,890 Value ($000) $57,502 Avg Close Range
Q4 2024
Shares 537,324 Value ($000) $61,910 Avg Close Range
Q3 2024
Shares 531,921 Value ($000) $62,213 Avg Close Range
Q2 2024
Shares 519,306 Value ($000) $55,389 Avg Close Range
Q1 2024
Shares 497,202 Value ($000) $54,951 Avg Close Range
Q4 2023
Shares 480,054 Value ($000) $51,966 Avg Close Range
Q3 2023
Shares 462,945 Value ($000) $43,670 Avg Close Range
Q2 2023
Shares 437,071 Value ($000) $43,554 Avg Close Range
Q1 2023
Shares 423,088 Value ($000) $40,913 Avg Close Range
Q4 2022
Shares 407,678 Value ($000) $38,583 Avg Close Range
Q3 2022
Shares 384,486 Value ($000) $33,523 Avg Close Range
Q2 2022
Shares 392,517 Value ($000) $36,272 Avg Close Range
Q1 2022
Shares 405,457 Value ($000) $43,741 Avg Close Range
Q4 2021
Shares 361,544 Value ($000) $41,400 Avg Close Range
Q3 2021
Shares 340,638 Value ($000) $37,194 Avg Close Range
Q2 2021
Shares 322,226 Value ($000) $36,405 Avg Close Range
Q1 2021
Shares 299,367 Value ($000) $32,490 Avg Close Range
Q4 2020
Shares 288,649 Value ($000) $26,527 Avg Close Range
Q3 2020
Shares 258,267 Value ($000) $18,138 Avg Close Range
Q2 2020
Shares 241,990 Value ($000) $16,525 Avg Close Range
Q1 2020
Shares 249,312 Value ($000) $13,989 Avg Close Range
Q4 2019
Shares 397,108 Value ($000) $33,297 Avg Close Range
Q3 2019
Shares 366,668 Value ($000) $28,541 Avg Close Range
Q2 2019
Shares 343,819 Value ($000) $26,914 Avg Close Range
Q1 2019
Shares 325,089 Value ($000) $25,081 Avg Close Range
Q4 2018
Shares 310,993 Value ($000) $21,558 Avg Close Range
Q3 2018
Shares 248,836 Value ($000) $21,708 Avg Close Range
Q2 2018
Shares 244,745 Value ($000) $20,426 Avg Close Range
Q1 2018
Shares 229,485 Value ($000) $17,673 Avg Close Range
Q4 2017
Shares 216,341 Value ($000) $16,617 Avg Close Range
Q3 2017
Shares 206,054 Value ($000) $15,293 Avg Close Range
Q2 2017
Shares 187,973 Value ($000) $13,179 Avg Close Range
Q1 2017
Shares 174,614 Value ($000) $12,076 Avg Close Range
Q4 2016
Shares 81,558 Value ($000) $11,216 Avg Close Range
Q3 2016
Shares 68,362 Value ($000) $8,487 Avg Close Range
Q2 2016
Shares 59,121 Value ($000) $6,870 Avg Close Range
Q1 2016
Shares 45,041 Value ($000) $5,070 Avg Close Range
Q4 2015
Shares 25,368 Value ($000) $2,793 Avg Close Range
Q3 2015
Shares 39,322 Value ($000) $4,190 Avg Close Range
Q2 2015
Shares 27,288 Value ($000) $3,217 Avg Close Range
Q1 2015
Shares 22,664 Value ($000) $2,675 Avg Close Range
Q4 2014
Shares 20,216 Value ($000) $2,305 Avg Close Range