Straight Path Wealth Management Ishares Ibonds 2025 Term High Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 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 78,542 shares of IBHE stock, worth $1.82 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
78,542
Previous 81,238
3.32%
Holding current value
$1.82 Million
Previous $1.89 Million
3.23%
% of portfolio
0.7%
Previous 0.87%
Shares
10 transactions
Others Institutions Holding IBHE
# of Institutions
157Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.36MShares$31.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.02MShares$23.7 Million0.0% of portfolio
-
Sky View Investment Advisors, LLC Shrewsbury, NJ970KShares$22.5 Million3.23% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS872KShares$20.2 Million0.24% of portfolio