Straight Path Wealth Management Ishares Tr Ibonds 2027 Term Hi Transaction History

Straight Path Wealth Management

$228 Million
Q4 2024

A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Straight Path Wealth Management holds 74,739 shares of IBHG stock, worth $1.67 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

74,739

Previous 69,294 7.86%

Holding current value

$1.67 Million

Previous $1.57 Million 6.13%

% of portfolio

0.73%

Previous 0.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$22.11 - $22.54 $120,388 - $122,730	5,445 Added 7.86%	74,739 $1.66 Million
Q3 2024 Nov 06, 2024	BUY	$21.89 - $22.6 $81,868 - $84,524	3,740 Added 5.71%	69,294 $1.57 Million
Q2 2024 Aug 15, 2024	BUY	$21.73 - $22.12 $188,920 - $192,311	8,694 Added 15.29%	65,554 $1.44 Million
Q1 2024 Apr 30, 2024	BUY	$22.0 - $22.38 $153,780 - $156,436	6,990 Added 14.02%	56,860 $1.27 Million
Q4 2023 Jan 23, 2024	BUY	$20.98 - $22.35 $605,860 - $645,423	28,878 Added 137.57%	49,870 $1.11 Million
Q3 2023 Oct 31, 2023	BUY	$21.41 - $21.94 $82,043 - $84,074	3,832 Added 22.33%	20,992 $451,000
Q2 2023 Jul 25, 2023	BUY	$21.41 - $21.92 $31,900 - $32,660	1,490 Added 9.51%	17,160 $374,000
Q1 2023 Apr 26, 2023	BUY	$21.3 - $22.39 $333,771 - $350,851	15,670 New	15,670 $344,000

Others Institutions Holding IBHG

# of Institutions

Shares Held

5.09M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

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Straight Path Wealth Management Ishares Tr Ibonds 2027 Term Hi Transaction History