New Edge Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 218,568 shares of IBDT stock, worth $5.4 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
218,568
Previous 569,789
61.64%
Holding current value
$5.4 Million
Previous $14.3 Million
61.92%
% of portfolio
0.05%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding IBDT
# of Institutions
265Shares Held
54.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$160 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$59.5 Million0.0% of portfolio
-
Capital Advisors Inc2.27MShares$56.2 Million1.23% of portfolio
-
Capital Investment Advisors, LLC2.19MShares$54.2 Million1.29% of portfolio
-
Aptus Capital Advisors, LLC1.81MShares$44.7 Million0.91% of portfolio