New Edge Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 166,455 shares of IBDS stock, worth $4 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
166,455
Previous 159,564
4.32%
Holding current value
$4 Million
Previous $3.79 Million
7.13%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding IBDS
# of Institutions
345Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio