Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History

Straight Path Wealth Management

  • $228 Million
  • Q4 2024

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 22,599 shares of IBTG stock, worth $517,743. This represents 0.23% of its overall portfolio holdings.

Number of Shares
22,599
Previous 20,309 11.28%
Holding current value
$517,743
Previous $468,000 10.04%
% of portfolio
0.23%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$22.72 - $23.0 $52,028 - $52,670
2,290 Added 11.28%
22,599 $515,000
Q3 2024

Nov 06, 2024
SELL
$22.55 - $23.1 $16,348 - $16,747
-725 Reduced 3.45%
20,309 $468,000
Q2 2024

Aug 15, 2024
BUY
$22.46 - $22.66 $30,994 - $31,270
1,380 Added 7.02%
21,034 $476,000
Q1 2024

Apr 30, 2024
BUY
$22.62 - $22.94 $36,689 - $37,208
1,622 Added 9.0%
19,654 $446,000
Q4 2023

Jan 23, 2024
BUY
$22.32 - $22.86 $402,474 - $412,211
18,032 New
18,032 $412,000

Others Institutions Holding IBTG

# of Institutions
258
Shares Held
57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
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