Straight Path Wealth Management Ishares Tr Ibonds 2028 Term Hi Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Straight Path Wealth Management holds 91,448 shares of IBHH stock, worth $2.16 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
91,448
Previous 81,170
12.66%
Holding current value
$2.16 Million
Previous $1.9 Million
14.45%
% of portfolio
0.83%
Previous 0.87%
Shares
10 transactions
Others Institutions Holding IBHH
# of Institutions
60Shares Held
6.7MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.17MShares$27.7 Million2.02% of portfolio
-
Baltimore Washington Financial Advisors, Inc.1.07MShares$25.2 Million1.38% of portfolio
-
New Edge Advisors, LLC New Orleans, LA508KShares$12 Million0.07% of portfolio
-
Keeler T Homas Management LLC406KShares$9.59 Million4.35% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC327KShares$7.72 Million0.16% of portfolio