Straight Path Wealth Management Ishares Tr Ibonds 2029 Term Hi Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 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 77,371 shares of IBHI stock, worth $1.82 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
77,371
Previous 61,063
26.71%
Holding current value
$1.82 Million
Previous $1.45 Million
27.59%
% of portfolio
0.49%
Previous 0.55%
Shares
9 transactions
Others Institutions Holding IBHI
# of Institutions
67Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.25MShares$29.3 Million0.0% of portfolio
-
Lbmc Investment Advisors, LLC944KShares$22.2 Million1.47% of portfolio
-
Northwestern Mutual Wealth Management CO823KShares$19.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA748KShares$17.6 Million0.09% of portfolio
-
Keeler T Homas Management LLC398KShares$9.36 Million4.06% of portfolio