Straight Path Wealth Management Ishares Tr Ibonds 2028 Term Hi Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 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 81,170 shares of IBHH stock, worth $1.9 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
81,170
Previous 63,235
28.36%
Holding current value
$1.9 Million
Previous $1.48 Million
28.37%
% of portfolio
0.87%
Previous 0.65%
Shares
9 transactions
Others Institutions Holding IBHH
# of Institutions
55Shares Held
9.59MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA4.68MShares$109 Million1.07% of portfolio
-
Baltimore Washington Financial Advisors, Inc.923KShares$21.6 Million1.17% of portfolio
-
Lbmc Investment Advisors, LLC836KShares$19.6 Million1.55% of portfolio
-
New Edge Advisors, LLC New Orleans, LA558KShares$13.1 Million0.08% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC316KShares$7.39 Million0.17% of portfolio