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 $278,713. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,549
Previous 9,855 27.34%
Holding current value
$278,713
Previous $210,000 26.67%
% of portfolio
0.14%
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

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
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