Straight Path Wealth Management »

Ishares Tr shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHI) 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
2024-06-30 $843k 37k 23.13
2024-03-31 $702k 30k 23.37
2023-12-31 $507k 22k 23.14
2023-09-30 $238k 11k 21.80