Ishares Tr shares owned by Straight Path Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDV) 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
Download as csvQuarterly reported holdings in Ishares Tr by Straight Path Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $352k | 16k | 22.07 |
| 2025-09-30 | $278k | 13k | 22.15 |
| 2025-06-30 | $276k | 13k | 21.98 |
| 2025-03-31 | $273k | 13k | 21.72 |
| 2024-12-31 | $268k | 13k | 21.36 |
| 2024-09-30 | $278k | 13k | 22.17 |
| 2024-06-30 | $267k | 13k | 21.26 |
| 2024-03-31 | $211k | 9.9k | 21.40 |
| 2023-12-31 | $213k | 9.9k | 21.64 |
More positions owned by Straight Path Wealth Management
View all positions for Straight Path Wealth Management