Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 18,194 shares of IBDS stock, worth $440,294. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,194
Previous 20,900 12.95%
Holding current value
$440,294
Previous $500,000 12.2%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Apr 28, 2025
SELL
$23.9 - $24.18 $64,673 - $65,431
-2,706 Reduced 12.95%
18,194 $439,000
Q4 2024

Feb 06, 2025
BUY
$23.88 - $24.32 $20,680 - $21,061
866 Added 4.32%
20,900 $500,000
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

# of Institutions
399
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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