Straight Path Wealth Management Ishares Tr Ibonds 2029 Term Hi Transaction History

Straight Path Wealth Management

  • $190 Million
  • Q2 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 36,457 shares of IBHI stock, worth $856,739. This represents 0.44% of its overall portfolio holdings.

Number of Shares
36,457
Previous 30,042 21.35%
Holding current value
$856,739
Previous $702,000 20.09%
% of portfolio
0.44%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$22.65 - $23.22 $145,299 - $148,956
6,415 Added 21.35%
36,457 $843,000
Q1 2024

Apr 30, 2024
BUY
$22.87 - $23.37 $185,910 - $189,974
8,129 Added 37.1%
30,042 $702,000
Q4 2023

Jan 23, 2024
BUY
$21.16 - $23.27 $232,886 - $256,109
11,006 Added 100.91%
21,913 $507,000
Q3 2023

Oct 31, 2023
BUY
$21.7 - $22.43 $236,681 - $244,644
10,907 New
10,907 $237,000

Others Institutions Holding IBHI

# of Institutions
29
Shares Held
1.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2029 TERM HI

IBHI Quotes by TradingView
  • Ticker IBHI
  • Sector ETFs
  • Industry ETFs
More about IBHI
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