Straight Path Wealth Management Ishares Tr Ibonds 2027 Term Hi Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
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 107,563 shares of IBHG stock, worth $2.4 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
107,563
Previous 90,923
18.3%
Holding current value
$2.4 Million
Previous $2.05 Million
18.06%
% of portfolio
0.65%
Previous 0.78%
Shares
11 transactions
Others Institutions Holding IBHG
# of Institutions
100Shares Held
9.82MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.5 Million2.15% of portfolio
-
Northwestern Mutual Wealth Management CO821KShares$18.3 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ741KShares$16.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC688KShares$15.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA576KShares$12.8 Million0.0% of portfolio