Straight Path Wealth Management »

Ishares Tr shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHF) 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 73k 23.41
2024-06-30 $1.6M 70k 22.91
2024-03-31 $1.4M 62k 23.06
2023-12-31 $1.2M 52k 22.92
2023-09-30 $815k 36k 22.53
2023-06-30 $712k 31k 22.75
2023-03-31 $455k 20k 22.80