Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 22,260 shares of IBTI stock, worth $497,511. This represents 0.19% of its overall portfolio holdings.
Number of Shares
22,260
Previous 20,994
6.03%
Holding current value
$497,511
Previous $467,000
6.42%
% of portfolio
0.19%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
200Shares Held
39.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$73.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$55.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.26MShares$50.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$30.4 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.27MShares$28.3 Million0.15% of portfolio