Straight Path Wealth Management Ishares Tr Ibonds 2028 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 2028 Term Hi stock. As of the latest transaction made, Straight Path Wealth Management holds 63,235 shares of IBHH stock, worth $1.49 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
63,235
Previous 41,344
52.95%
Holding current value
$1.49 Million
Previous $983,000
50.25%
% of portfolio
0.65%
Previous 0.47%
Shares
8 transactions
Others Institutions Holding IBHH
# of Institutions
55Shares Held
4.44MCall Options Held
0Put Options Held
0-
Baltimore Washington Financial Advisors, Inc.923KShares$21.7 Million1.17% of portfolio
-
New Edge Advisors, LLC New Orleans, LA558KShares$13.1 Million0.08% of portfolio
-
Lbmc Investment Advisors, LLC428KShares$10.1 Million0.79% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC316KShares$7.43 Million0.17% of portfolio
-
Northwestern Mutual Wealth Management CO194KShares$4.55 Million0.0% of portfolio