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
Others Institutions Holding IBHG
# of Institutions
47Shares Held
2.99MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC428KShares$9.56 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL332KShares$7.41 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV324KShares$7.24 Million1.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC259KShares$5.8 Million0.0% of portfolio
-
Lbmc Investment Advisors, LLC195KShares$4.36 Million0.37% of portfolio