Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 22,776 shares of IBTH stock, worth $511,776. This represents 0.2% of its overall portfolio holdings.

Number of Shares

22,776

Previous 21,467 6.1%

Holding current value

$511,776

Previous $481,000 6.44%

% of portfolio

0.2%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$22.3 - $22.57 $29,190 - $29,544	1,309 Added 6.1%	22,776 $512,000
Q1 2025 Apr 28, 2025	SELL	$22.11 - $22.43 $32,568 - $33,039	-1,473 Reduced 6.42%	21,467 $481,000
Q4 2024 Feb 06, 2025	BUY	$22.1 - $22.59 $50,807 - $51,934	2,299 Added 11.14%	22,940 $509,000
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

# of Institutions

270

Shares Held

56M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 Ter Transaction History