Straight Path Wealth Management Ishares Tr Transaction History

Straight Path Wealth Management

  • $218 Million
  • Q1 2025

A detailed history of Straight Path Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Straight Path Wealth Management holds 12,549 shares of IBDV stock, worth $274,823. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,549
Previous 12,549 -0.0%
Holding current value
$274,823
Previous $268,000 1.49%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$20.82 - $21.38 $56,089 - $57,597
2,694 Added 27.34%
12,549 $266,000
Q4 2023

Jan 23, 2024
BUY
$19.85 - $21.72 $195,621 - $214,050
9,855 New
9,855 $213,000

Others Institutions Holding IBDV

# of Institutions
241
Shares Held
69.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email