Straight Path Wealth Management Ishares Ibonds 2025 Term High Transaction History

Straight Path Wealth Management

$208 Million
Q3 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 67,769 shares of IBHE stock, worth $1.57 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

67,769

Previous 65,361 3.68%

Holding current value

$1.57 Million

Previous $1.52 Million 3.88%

% of portfolio

0.76%

Previous 0.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

114

Shares Held

13.7M

Call Options Held

Put Options Held

View Full List

About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
Sector ETFs
Industry ETFs

More about IBHE

Track This Portfolio

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.

Account

Straight Path Wealth Management Ishares Ibonds 2025 Term High Transaction History