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Ishares Tr shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHH) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $792k 34k 23.34
2023-12-31 $618k 27k 23.30
2023-09-30 $403k 18k 22.18
2023-06-30 $357k 16k 22.56
2023-03-31 $298k 13k 22.76