Straight Path Wealth Management Ishares Tr Ibonds 2027 Term Hi Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 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 90,923 shares of IBHG stock, worth $2.04 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
90,923
Previous 79,491
14.38%
Holding current value
$2.04 Million
Previous $1.78 Million
15.44%
% of portfolio
0.78%
Previous 0.81%
Shares
10 transactions
Others Institutions Holding IBHG
# of Institutions
92Shares Held
8.86MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.8 Million2.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ800KShares$18 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO779KShares$17.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA491KShares$11 Million0.0% of portfolio
-
Keeler T Homas Management LLC429KShares$9.65 Million4.37% of portfolio