New England Private Wealth Advisors LLC Ishares Ibonds Dec 2025 Term C Transaction History
New England Private Wealth Advisors LLC
- $646 Million
- Q2 2025
A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 183,261 shares of IBDQ stock, worth $4.61 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
183,261
Previous 260,462
29.64%
Holding current value
$4.61 Million
Previous $6.55 Million
29.56%
% of portfolio
0.71%
Previous 1.04%
Shares
10 transactions
Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio