Straight Path Wealth Management Ishares Tr Ibonds 2029 Term Hi Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Straight Path Wealth Management holds 46,688 shares of IBHI stock, worth $1.1 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
46,688
Previous 39,830
17.22%
Holding current value
$1.1 Million
Previous $952,000
14.92%
% of portfolio
0.48%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding IBHI
# of Institutions
46Shares Held
2MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC299KShares$7.02 Million0.01% of portfolio
-
Lbmc Investment Advisors, LLC287KShares$6.75 Million0.53% of portfolio
-
Bank Of America Corp Charlotte, NC227KShares$5.33 Million0.0% of portfolio
-
Morgan Stanley New York, NY202KShares$4.75 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.201KShares$4.73 Million0.02% of portfolio