ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 363,088 Value ($000) $34,188 Avg Close Range
Q3 2025
Shares 370,580 Value ($000) $35,257 Avg Close Range
Q2 2025
Shares 374,660 Value ($000) $35,169 Avg Close Range
Q1 2025
Shares 377,973 Value ($000) $35,401 Avg Close Range
Q4 2024
Shares 378,386 Value ($000) $33,597 Avg Close Range
Q3 2024
Shares 384,567 Value ($000) $35,115 Avg Close Range
Q2 2024
Shares 388,341 Value ($000) $32,605 Avg Close Range
Q1 2024
Shares 393,734 Value ($000) $32,908 Avg Close Range
Q4 2023
Shares 410,940 Value ($000) $32,066 Avg Close Range
Q3 2023
Shares 419,623 Value ($000) $30,372 Avg Close Range
Q2 2023
Shares 428,966 Value ($000) $31,885 Avg Close Range
Q1 2023
Shares 452,243 Value ($000) $32,896 Avg Close Range
Q4 2022
Shares 459,612 Value ($000) $33,138 Avg Close Range
Q3 2022
Shares 462,298 Value ($000) $30,558 Avg Close Range
Q2 2022
Shares 476,832 Value ($000) $33,478 Avg Close Range
Q1 2022
Shares 483,733 Value ($000) $37,523 Avg Close Range
Q4 2021
Shares 491,129 Value ($000) $39,732 Avg Close Range
Q3 2021
Shares 482,382 Value ($000) $35,455 Avg Close Range
Q2 2021
Shares 467,747 Value ($000) $34,431 Avg Close Range
Q1 2021
Shares 449,488 Value ($000) $31,100 Avg Close Range
Q4 2020
Shares 392,814 Value ($000) $26,664 Avg Close Range
Q3 2020
Shares 321,581 Value ($000) $20,494 Avg Close Range
Q2 2020
Shares 273,507 Value ($000) $16,583 Avg Close Range
Q1 2020
Shares 269,039 Value ($000) $14,531 Avg Close Range
Q4 2019
Shares 212,724 Value ($000) $13,955 Avg Close Range
Q3 2019
Shares 194,202 Value ($000) $12,448 Avg Close Range
Q2 2019
Shares 152,979 Value ($000) $9,443 Avg Close Range
Q1 2019
Shares 123,749 Value ($000) $7,276 Avg Close Range
Q4 2018
Shares 109,244 Value ($000) $5,724 Avg Close Range
Q3 2018
Shares 91,844 Value ($000) $5,239 Avg Close Range
Q2 2018
Shares 92,449 Value ($000) $4,915 Avg Close Range
Q1 2018
Shares 92,845 Value ($000) $4,821 Avg Close Range
Q4 2017
Shares 92,845 Value ($000) $4,900 Avg Close Range
Q3 2017
Shares 93,045 Value ($000) $4,684 Avg Close Range
Q2 2017
Shares 93,500 Value ($000) $4,575 Avg Close Range
Q1 2017
Shares 94,337 Value ($000) $4,502 Avg Close Range
Q4 2016
Shares 98,500 Value ($000) $4,454 Avg Close Range
Q3 2016
Shares 100,885 Value ($000) $4,583 Avg Close Range
Q2 2016
Shares 92,313 Value ($000) $4,266 Avg Close Range
Q1 2016
Shares 90,853 Value ($000) $3,991 Avg Close Range
Q4 2015
Shares 69,518 Value ($000) $2,907 Avg Close Range
Q3 2015
Shares 61,661 Value ($000) $2,441 Avg Close Range
Q2 2015
Shares 31,661 Value ($000) $1,277 Avg Close Range
Q1 2015
Shares 31,661 Value ($000) $1,306 Avg Close Range
Q4 2014
Shares 22,291 Value ($000) $902 Avg Close Range