Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 22,940 shares of IBTH stock, worth $509,038. This represents 0.22% of its overall portfolio holdings.

Number of Shares
22,940
Previous 20,641 11.14%
Holding current value
$509,038
Previous $467,000 8.99%
% of portfolio
0.22%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
221
Shares Held
41.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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