A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 20,641 shares of IBTH stock, worth $458,643. This represents 0.22% of its overall portfolio holdings.

Number of Shares
20,641
Previous 21,770 5.19%
Holding current value
$458,643
Previous $480,000 2.71%
% of portfolio
0.22%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$21.96 - $22.69 $24,792 - $25,617
-1,129 Reduced 5.19%
20,641 $467,000
Q2 2024

Aug 15, 2024

BUY
$21.83 - $22.09 $24,908 - $25,204
1,141 Added 5.53%
21,770 $480,000
Q1 2024

Apr 30, 2024

BUY
$22.05 - $22.46 $20,969 - $21,359
951 Added 4.83%
20,629 $457,000
Q4 2023

Jan 23, 2024

BUY
$21.61 - $22.41 $425,241 - $440,983
19,678 New
19,678 $440,000

Others Institutions Holding IBTH

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
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