Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 24,674 shares of IBTG stock, worth $565,034. This represents 0.22% of its overall portfolio holdings.
Number of Shares
24,674
Previous 24,204
1.94%
Holding current value
$565,034
Previous $555,000
1.8%
% of portfolio
0.22%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding IBTG
# of Institutions
298Shares Held
70.1MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.2 Million0.01% of portfolio