New Edge Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 689,450 shares of IBDR stock, worth $16.4 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
689,450
Previous 710,122
2.91%
Holding current value
$16.4 Million
Previous $16.9 Million
2.91%
% of portfolio
0.1%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding IBDR
# of Institutions
445Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.18MShares$99.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$65.4 Million1.17% of portfolio