New Edge Advisors, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,180,527 shares of IBDU stock, worth $27.5 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,180,527
Previous 711,852
65.84%
Holding current value
$27.5 Million
Previous $16.2 Million
68.24%
% of portfolio
0.17%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding IBDU
# of Institutions
310Shares Held
91.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.5 Million7.66% of portfolio