New Edge Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
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 710,275 shares of IBDR stock, worth $16.9 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
710,275
Previous 803,712
11.63%
Holding current value
$16.9 Million
Previous $19.1 Million
11.88%
% of portfolio
0.11%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding IBDR
# of Institutions
370Shares Held
88.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio