Straight Path Wealth Management Ishares Ibonds 2025 Term High Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 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 81,238 shares of IBHE stock, worth $1.89 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
81,238
Previous 75,072
8.21%
Holding current value
$1.89 Million
Previous $1.74 Million
8.39%
% of portfolio
0.87%
Previous 0.76%
Shares
9 transactions
Others Institutions Holding IBHE
# of Institutions
150Shares Held
15.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.34MShares$31.2 Million0.01% of portfolio
-
Arrow Financial Corp1.25MShares$29.1 Million3.33% of portfolio
-
Morgan Stanley New York, NY1.07MShares$24.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL958KShares$22.2 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21.1 Million0.03% of portfolio