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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.6M | 111k | 23.86 |
| 2025-06-30 | $2.2M | 91k | 23.73 |
| 2025-03-31 | $1.9M | 81k | 23.36 |
| 2024-12-31 | $1.5M | 63k | 23.37 |
| 2024-09-30 | $984k | 41k | 23.80 |
| 2024-06-30 | $894k | 39k | 23.12 |
| 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 |
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