Ishares Tr shares owned by Straight Path Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Straight Path Wealth Management
from 13F filings
Historical chart of Straight Path Wealth Management investment in Ishares Tr
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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 |
|---|---|---|---|
| 2025-09-30 | $2.4M | 108k | 22.49 |
| 2025-06-30 | $2.0M | 91k | 22.54 |
| 2025-03-31 | $1.8M | 80k | 22.32 |
| 2024-12-31 | $1.7M | 75k | 22.24 |
| 2024-09-30 | $1.6M | 69k | 22.60 |
| 2024-06-30 | $1.4M | 66k | 22.03 |
| 2024-03-31 | $1.3M | 57k | 22.26 |
| 2023-12-31 | $1.1M | 50k | 22.21 |
| 2023-09-30 | $452k | 21k | 21.53 |
| 2023-06-30 | $375k | 17k | 21.83 |
| 2023-03-31 | $344k | 16k | 21.98 |
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