Straight Path Wealth Management Ishares Ibonds Dec 2025 Term C Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Straight Path Wealth Management holds 20,630 shares of IBDQ stock, worth $517,606. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,630
Previous 16,455
25.37%
Holding current value
$517,606
Previous $413,000
24.94%
% of portfolio
0.23%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
406Shares Held
87.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$163 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.4 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$79.1 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.3 Million1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.6 Million0.12% of portfolio