Straight Path Wealth Management Ishares Tr Ibonds 2027 Term Hi Transaction History

Straight Path Wealth Management

  • $190 Million
  • Q2 2024

A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Straight Path Wealth Management holds 65,554 shares of IBHG stock, worth $1.46 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
65,554
Previous 56,860 15.29%
Holding current value
$1.46 Million
Previous $1.27 Million 14.15%
% of portfolio
0.76%
Previous 0.73%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$21.73 - $22.12 $188,920 - $192,311
8,694 Added 15.29%
65,554 $1.44 Million
Q1 2024

Apr 30, 2024
BUY
$22.0 - $22.38 $153,780 - $156,436
6,990 Added 14.02%
56,860 $1.27 Million
Q4 2023

Jan 23, 2024
BUY
$20.98 - $22.35 $605,860 - $645,423
28,878 Added 137.57%
49,870 $1.11 Million
Q3 2023

Oct 31, 2023
BUY
$21.41 - $21.94 $82,043 - $84,074
3,832 Added 22.33%
20,992 $451,000
Q2 2023

Jul 25, 2023
BUY
$21.41 - $21.92 $31,900 - $32,660
1,490 Added 9.51%
17,160 $374,000
Q1 2023

Apr 26, 2023
BUY
$21.3 - $22.39 $333,771 - $350,851
15,670 New
15,670 $344,000

Others Institutions Holding IBHG

# of Institutions
47
Shares Held
2.99M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2027 TERM HI

IBHG Quotes by TradingView
  • Ticker IBHG
More about IBHG
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