New Edge Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 155,436 shares of IBDS stock, worth $3.69 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
155,436
Previous 1,206,467
87.12%
Holding current value
$3.69 Million
Previous $28.9 Million
87.19%
% of portfolio
0.03%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
320Shares Held
75.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$162 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.12MShares$121 Million10.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.75MShares$113 Million0.03% of portfolio
-
Capital Advisors Inc3.13MShares$74.3 Million1.62% of portfolio
-
Morgan Stanley New York, NY2.98MShares$70.6 Million0.01% of portfolio