Straight Path Wealth Management Ishares Tr Ibonds 2028 Term Hi Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 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 41,344 shares of IBHH stock, worth $972,824. This represents 0.47% of its overall portfolio holdings.
Number of Shares
41,344
Previous 38,679
6.89%
Holding current value
$972,824
Previous $894,000
9.96%
% of portfolio
0.47%
Previous 0.47%
Shares
7 transactions
Others Institutions Holding IBHH
# of Institutions
41Shares Held
3.05MCall Options Held
0Put Options Held
0-
Baltimore Washington Financial Advisors, Inc.871KShares$20.5 Million1.15% of portfolio
-
New Edge Advisors, LLC New Orleans, LA548KShares$12.9 Million0.09% of portfolio
-
Lbmc Investment Advisors, LLC251KShares$5.9 Million0.47% of portfolio
-
Commonwealth Equity Services, LLC170KShares$4 Million0.01% of portfolio
-
Monumental Financial Group Inc.129KShares$3.04 Million1.15% of portfolio