ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 157,675 Value ($000) $12,225 Avg Close — Range —
Q3 2025
Shares 159,550 Value ($000) $12,241 Avg Close — Range —
Q2 2025
Shares 162,668 Value ($000) $11,823 Avg Close — Range —
Q1 2025
Shares 170,065 Value ($000) $10,804 Avg Close — Range —
Q4 2024
Shares 171,363 Value ($000) $10,410 Avg Close — Range —
Q3 2024
Shares 178,508 Value ($000) $12,085 Avg Close — Range —
Q2 2024
Shares 186,438 Value ($000) $11,492 Avg Close — Range —
Q1 2024
Shares 186,938 Value ($000) $11,839 Avg Close — Range —
Q4 2023
Shares 188,072 Value ($000) $11,642 Avg Close — Range —
Q3 2023
Shares 181,637 Value ($000) $10,257 Avg Close — Range —
Q2 2023
Shares 181,902 Value ($000) $10,729 Avg Close — Range —
Q1 2023
Shares 182,055 Value ($000) $10,834 Avg Close — Range —
Q4 2022
Shares 181,443 Value ($000) $10,248 Avg Close — Range —
Q3 2022
Shares 180,696 Value ($000) $8,814 Avg Close — Range —
Q2 2022
Shares 14,276 Value ($000) $779 Avg Close — Range —
Q1 2022
Shares 12,276 Value ($000) $814 Avg Close — Range —
Q4 2021
Shares 12,276 Value ($000) $897 Avg Close — Range —
Q3 2021
Shares 11,851 Value ($000) $882 Avg Close — Range —
Q2 2021
Shares 11,851 Value ($000) $879 Avg Close — Range —
Q1 2021
Shares 11,851 Value ($000) $851 Avg Close — Range —
Q4 2020
Shares 11,851 Value ($000) $810 Avg Close — Range —
Q3 2020
Shares 11,851 Value ($000) $699 Avg Close — Range —
Q2 2020
Shares 11,929 Value ($000) $640 Avg Close — Range —
Q1 2020
Shares 11,929 Value ($000) $535 Avg Close — Range —
Q4 2019
Shares 11,851 Value ($000) $738 Avg Close — Range —
Q3 2019
Shares 11,655 Value ($000) $667 Avg Close — Range —
Q2 2019
Shares 11,655 Value ($000) $669 Avg Close — Range —
Q1 2019
Shares 11,655 Value ($000) $669 Avg Close — Range —
Q4 2018
Shares 11,655 Value ($000) $604 Avg Close — Range —
Q3 2018
Shares 13,055 Value ($000) $813 Avg Close — Range —
Q2 2018
Shares 13,055 Value ($000) $819 Avg Close — Range —
Q1 2018
Shares 13,055 Value ($000) $851 Avg Close — Range —
Q4 2017
Shares 13,055 Value ($000) $842 Avg Close — Range —
Q3 2017
Shares 13,055 Value ($000) $809 Avg Close — Range —
Q2 2017
Shares 13,055 Value ($000) $755 Avg Close — Range —
Q1 2017
Shares 13,055 Value ($000) $707 Avg Close — Range —
Q4 2016
Shares 13,055 Value ($000) $651 Avg Close — Range —
Q3 2016
Shares 13,229 Value ($000) $693 Avg Close — Range —
Q2 2016
Shares 13,229 Value ($000) $638 Avg Close — Range —
Q1 2016
Shares 14,177 Value ($000) $706 Avg Close — Range —
Q4 2015
Shares 14,177 Value ($000) $708 Avg Close — Range —
Q3 2015
Shares 14,177 Value ($000) $677 Avg Close — Range —
Q2 2015
Shares 14,177 Value ($000) $723 Avg Close — Range —
Q1 2015
Shares 14,217 Value ($000) $703 Avg Close — Range —
Q4 2014
Shares 14,217 Value ($000) $664 Avg Close — Range —