Straight Path Wealth Management Ishares Ibonds 2025 Term High Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Straight Path Wealth Management holds 75,072 shares of IBHE stock, worth $1.75 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
75,072
Previous 67,769
10.78%
Holding current value
$1.75 Million
Previous $1.58 Million
10.26%
% of portfolio
0.76%
Previous 0.76%
Shares
8 transactions
Others Institutions Holding IBHE
# of Institutions
140Shares Held
16.9MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.48MShares$34.5 Million3.33% of portfolio
-
Morgan Stanley New York, NY1.06MShares$24.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL992KShares$23.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC985KShares$23 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21.1 Million0.03% of portfolio