Straight Path Wealth Management Ishares Tr Ibonds 2028 Term Hi Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 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 110,514 shares of IBHH stock, worth $2.62 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
110,514
Previous 91,448
20.85%
Holding current value
$2.62 Million
Previous $2.17 Million
21.47%
% of portfolio
0.71%
Previous 0.83%
Shares
11 transactions
Others Institutions Holding IBHH
# of Institutions
71Shares Held
7.47MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.52MShares$35.9 Million2.37% of portfolio
-
Baltimore Washington Financial Advisors, Inc.1.06MShares$25.2 Million1.24% of portfolio
-
New Edge Advisors, LLC New Orleans, LA521KShares$12.4 Million0.07% of portfolio
-
Keeler T Homas Management LLC412KShares$9.76 Million4.19% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC332KShares$7.87 Million0.15% of portfolio