Straight Path Wealth Management Ishares Tr Ibonds 2029 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 2029 Term Hi stock. As of the latest transaction made, Straight Path Wealth Management holds 51,827 shares of IBHI stock, worth $1.21 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
51,827
Previous 46,688
11.01%
Holding current value
$1.21 Million
Previous $1.09 Million
9.96%
% of portfolio
0.55%
Previous 0.48%
Shares
7 transactions
Others Institutions Holding IBHI
# of Institutions
55Shares Held
3.65MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC463KShares$10.8 Million0.85% of portfolio
-
Keeler T Homas Management LLC356KShares$8.33 Million4.38% of portfolio
-
Morgan Stanley New York, NY329KShares$7.71 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC310KShares$7.26 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV306KShares$7.15 Million1.45% of portfolio