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 $1.74 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

75,072

Previous 67,769 10.78%

Holding current value

$1.74 Million

Previous $1.58 Million 10.26%

% of portfolio

0.76%

Previous 0.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$23.08 - $23.28 $168,553 - $170,013	7,303 Added 10.78%	75,072 $1.74 Million
Q3 2024 Nov 06, 2024	BUY	$23.03 - $23.3 $55,456 - $56,106	2,408 Added 3.68%	67,769 $1.58 Million
Q2 2024 Aug 15, 2024	BUY	$23.19 - $23.37 $73,373 - $73,942	3,164 Added 5.09%	65,361 $1.52 Million
Q1 2024 Apr 30, 2024	BUY	$23.04 - $23.43 $210,931 - $214,501	9,155 Added 17.26%	62,197 $1.45 Million
Q4 2023 Jan 23, 2024	BUY	$22.62 - $23.26 $353,211 - $363,204	15,615 Added 41.72%	53,042 $1.23 Million
Q3 2023 Oct 31, 2023	BUY	$22.69 - $23.07 $82,659 - $84,044	3,643 Added 10.78%	37,427 $858,000
Q2 2023 Jul 25, 2023	BUY	$22.61 - $23.0 $155,669 - $158,355	6,885 Added 25.6%	33,784 $777,000
Q1 2023 Apr 26, 2023	BUY	$22.48 - $23.06 $604,689 - $620,290	26,899 New	26,899 $616,000

Others Institutions Holding IBHE

# of Institutions

141

Shares Held

16.9M

Call Options Held

Put Options Held

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About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
Sector ETFs
Industry ETFs

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Straight Path Wealth Management Ishares Ibonds 2025 Term High Transaction History