A detailed history of Straight Path Wealth Management transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Straight Path Wealth Management holds 49,207 shares of IBHD stock, worth $1.14 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
49,207
Previous 52,000 5.37%
Holding current value
$1.14 Million
Previous $1.21 Million 5.69%
% of portfolio
0.6%
Previous 0.7%

Shares

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

Aug 15, 2024

SELL
$23.14 - $23.28 $64,630 - $65,021
-2,793 Reduced 5.37%
49,207 $1.14 Million
Q1 2024

Apr 30, 2024

BUY
$23.16 - $23.38 $100,097 - $101,048
4,322 Added 9.06%
52,000 $1.21 Million
Q4 2023

Jan 23, 2024

BUY
$23.0 - $23.3 $321,908 - $326,106
13,996 Added 41.55%
47,678 $1.11 Million
Q3 2023

Oct 31, 2023

BUY
$22.91 - $23.24 $91,342 - $92,657
3,987 Added 13.43%
33,682 $781,000
Q2 2023

Jul 25, 2023

BUY
$22.78 - $23.08 $178,777 - $181,131
7,848 Added 35.92%
29,695 $685,000
Q1 2023

Apr 26, 2023

BUY
$22.73 - $23.23 $496,582 - $507,505
21,847 New
21,847 $505,000

Others Institutions Holding IBHD

About ISHARES IBONDS 2024 TERM HIGH


  • Ticker IBHD
  • Sector ETFs
  • Industry ETFs
More about IBHD
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.