Straight Path Wealth Management Ishares Tr Ibonds 2028 Term Hi Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Straight Path Wealth Management holds 81,170 shares of IBHH stock, worth $1.93 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
81,170
Previous 63,235
28.36%
Holding current value
$1.93 Million
Previous $1.48 Million
28.37%
% of portfolio
0.87%
Previous 0.65%
Shares
9 transactions
Others Institutions Holding IBHH
# of Institutions
57Shares Held
6.5MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.17MShares$27.9 Million2.02% of portfolio
-
Baltimore Washington Financial Advisors, Inc.1.07MShares$25.3 Million1.38% of portfolio
-
New Edge Advisors, LLC New Orleans, LA508KShares$12 Million0.07% of portfolio
-
Keeler T Homas Management LLC352KShares$8.35 Million4.35% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC327KShares$7.75 Million0.16% of portfolio