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 $1.68 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
74,739
Previous 69,294
7.86%
Holding current value
$1.68 Million
Previous $1.57 Million
6.13%
% of portfolio
0.73%
Previous 0.75%
Shares
8 transactions
Others Institutions Holding IBHG
# of Institutions
75Shares Held
5.09MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO719KShares$16.1 Million0.01% of portfolio
-
Lbmc Investment Advisors, LLC540KShares$12.1 Million0.95% of portfolio
-
Commonwealth Equity Services, LLC381KShares$8.56 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL347KShares$7.79 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV345KShares$7.75 Million1.51% of portfolio