New Edge Advisors, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, New Edge Advisors, LLC holds 140,502 shares of IBHG stock, worth $3.13 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
140,502
Previous 132,171
6.3%
Holding current value
$3.13 Million
Previous $2.98 Million
6.04%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding IBHG
# of Institutions
100Shares Held
9.82MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.5 Million2.15% of portfolio
-
Northwestern Mutual Wealth Management CO821KShares$18.3 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ741KShares$16.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC688KShares$15.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA576KShares$12.8 Million0.0% of portfolio