Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History

Straight Path Wealth Management

  • $218 Million
  • Q1 2025

A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 28,348 shares of IBDR stock, worth $673,265. This represents 0.31% of its overall portfolio holdings.

Number of Shares
28,348
Previous 25,237 12.33%
Holding current value
$673,265
Previous $599,000 12.35%
% of portfolio
0.31%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
3,111 Added 12.33%
28,348 $673,000
Q4 2024

Feb 06, 2025
BUY
N/A
3,735 Added 17.37%
25,237 $599,000
Q3 2024

Nov 06, 2024
BUY
$23.75 - $23.75 $1,567 - $1,567
66 Added 0.31%
21,502 $510,000
Q2 2024

Aug 15, 2024
BUY
$23.65 - $23.82 $98,927 - $99,639
4,183 Added 24.25%
21,436 $510,000
Q1 2024

Apr 30, 2024
BUY
$23.76 - $23.98 $52,390 - $52,875
2,205 Added 14.65%
17,253 $411,000
Q4 2023

Jan 23, 2024
BUY
$23.15 - $23.9 $136,885 - $141,320
5,913 Added 64.73%
15,048 $359,000
Q3 2023

Oct 31, 2023
BUY
$23.28 - $23.6 $212,662 - $215,586
9,135 New
9,135 $213,000

Others Institutions Holding IBDR

# of Institutions
435
Shares Held
106M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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