Ownership history in Straight Path Wealth Management · 2 quarters on record
This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in ISHARES TR (IBHL). 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 | 42,663 | +31,436 | +280.0% | 0.30% | $1.1M | $25.47 |
| 2025 Q3 | INITIATED | 11,227 | — | — | 0.08% | $290K | $25.02 |
As of 2025 Q4 — sorted by position size