New Edge Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,156,253 shares of IBDW stock, worth $23.4 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,156,253
Previous 1,089,241
6.15%
Holding current value
$23.4 Million
Previous $22.6 Million
4.72%
% of portfolio
0.21%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding IBDW
# of Institutions
126Shares Held
31.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.14MShares$43.2 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC1.93MShares$39 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.78MShares$35.9 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.62MShares$32.7 Million0.78% of portfolio
-
Venture Visionary Partners LLC1.54MShares$31.2 Million1.52% of portfolio