Straight Path Wealth Management Ishares Ibonds 2025 Term High Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
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 77,183 shares of IBHE stock, worth $1.79 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
77,183
Previous 78,542
1.73%
Holding current value
$1.79 Million
Previous $1.83 Million
1.86%
% of portfolio
0.48%
Previous 0.7%
Shares
11 transactions
Others Institutions Holding IBHE
# of Institutions
153Shares Held
14.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.29MShares$29.9 Million0.01% of portfolio
-
Sky View Investment Advisors, LLC Shrewsbury, NJ970KShares$22.4 Million3.23% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS875KShares$20.2 Million0.23% of portfolio
-
Morgan Stanley New York, NY793KShares$18.4 Million0.0% of portfolio