A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 20,034 shares of IBDS stock, worth $481,016. This represents 0.23% of its overall portfolio holdings.

Number of Shares
20,034
Previous 18,585 7.8%
Holding current value
$481,016
Previous $441,000 10.66%
% of portfolio
0.23%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$23.63 - $24.42 $34,239 - $35,384
1,449 Added 7.8%
20,034 $488,000
Q2 2024

Aug 15, 2024

BUY
$23.48 - $23.77 $115,639 - $117,067
4,925 Added 36.05%
18,585 $441,000
Q1 2024

Apr 30, 2024

BUY
$23.67 - $24.03 $331 - $336
14 Added 0.1%
13,660 $325,000
Q4 2023

Jan 23, 2024

BUY
$22.84 - $23.94 $311,674 - $326,685
13,646 New
13,646 $326,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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