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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

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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 $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