Straight Path Wealth Management Ishares Tr Ibonds 2029 Term Hi Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 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 61,063 shares of IBHI stock, worth $1.45 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
61,063
Previous 51,827
17.82%
Holding current value
$1.45 Million
Previous $1.2 Million
20.2%
% of portfolio
0.55%
Previous 0.55%
Shares
8 transactions
Others Institutions Holding IBHI
# of Institutions
61Shares Held
3.93MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC512KShares$12.1 Million0.88% of portfolio
-
Morgan Stanley New York, NY431KShares$10.2 Million0.0% of portfolio
-
Keeler T Homas Management LLC392KShares$9.3 Million4.2% of portfolio
-
Commonwealth Equity Services, LLC324KShares$7.68 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV306KShares$7.26 Million1.4% of portfolio