Klingman & Associates, LLC's ownership history for IUSV

Klingman & Associates, LLC currently holds 2.6K shares with a market value of $260.6K. It started holding IUSV on 2024-09-30. At its peak, it held 2.7K shares on 2024-09-30. Its highest holding value was $260.6K on 2025-09-30. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $240.6K on 2025-03-31. In the recent 180 days, Klingman & Associates, LLC has increased its shares by 0.