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 65,361 shares of IBHE stock, worth $1.51 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
65,361
Previous 62,197 5.09%
Holding current value
$1.51 Million
Previous $1.45 Million 4.54%
% of portfolio
0.8%
Previous 0.84%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES IBONDS 2025 TERM HIGH


  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
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