Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 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 24,643 shares of IBTI stock, worth $550,771. This represents 0.15% of its overall portfolio holdings.
Number of Shares
24,643
Previous 22,260
10.71%
Holding current value
$550,771
Previous $497,000
10.87%
% of portfolio
0.15%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding IBTI
# of Institutions
213Shares Held
41.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.32MShares$74.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.39MShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$53 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$33.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.06MShares$23.6 Million0.04% of portfolio