Ownership history in Straight Path Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in ISHARES TR (IBHJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 71,126 | +6,853 | +10.7% | 0.51% | $1.9M | $26.32 |
| 2025 Q3 | ADDED | 64,273 | +12,764 | +24.8% | 0.46% | $1.7M | $25.94 |
| 2025 Q2 | ADDED | 51,509 | +8,213 | +19.0% | 0.47% | $1.4M | $25.36 |
| 2025 Q1 | ADDED | 43,296 | +4,776 | +12.4% | 0.46% | $1.1M | $24.40 |
| 2024 Q4 | ADDED | 38,520 | +4,428 | +13.0% | 0.40% | $1.0M | $24.08 |
| 2024 Q3 | ADDED | 34,092 | +2,433 | +7.7% | 0.39% | $916K | $24.31 |
| 2024 Q2 | ADDED | 31,659 | +7,112 | +29.0% | 0.42% | $819K | $23.01 |
| 2024 Q1 | ADDED | 24,547 | +11,275 | +85.0% | 0.36% | $642K | $22.85 |
| 2023 Q4 | INITIATED | 13,272 | — | — | 0.20% | $345K | — |
As of 2025 Q4 — sorted by position size