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
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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 | $1.8M | 77k | 23.85 |
| 2025-06-30 | $1.4M | 61k | 23.69 |
| 2025-03-31 | $1.2M | 52k | 23.22 |
| 2024-12-31 | $1.1M | 47k | 23.45 |
| 2024-09-30 | $953k | 40k | 23.92 |
| 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 |
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