New Edge Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,136,720 shares of IBDW stock, worth $24 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,136,720
Previous 874,010
30.06%
Holding current value
$24 Million
Previous $18.4 Million
31.17%
% of portfolio
0.12%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio