Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 Ter Transaction History

Straight Path Wealth Management

  • $228 Million
  • Q4 2024

A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 22,940 shares of IBTH stock, worth $515,232. This represents 0.22% of its overall portfolio holdings.

Number of Shares
22,940
Previous 20,641 11.14%
Holding current value
$515,232
Previous $467,000 8.99%
% of portfolio
0.22%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$22.1 - $22.59 $50,807 - $51,934
2,299 Added 11.14%
22,940 $509,000
Q3 2024

Nov 06, 2024
SELL
$21.96 - $22.69 $24,792 - $25,617
-1,129 Reduced 5.19%
20,641 $467,000
Q2 2024

Aug 15, 2024
BUY
$21.83 - $22.09 $24,908 - $25,204
1,141 Added 5.53%
21,770 $480,000
Q1 2024

Apr 30, 2024
BUY
$22.05 - $22.46 $20,969 - $21,359
951 Added 4.83%
20,629 $457,000
Q4 2023

Jan 23, 2024
BUY
$21.61 - $22.41 $425,241 - $440,983
19,678 New
19,678 $440,000

Others Institutions Holding IBTH

# of Institutions
239
Shares Held
46.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email