New Edge Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, New Edge Advisors, LLC holds 559,435 shares of IBMO stock, worth $14.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
559,435
Previous 557,622 0.33%
Holding current value
$14.3 Million
Previous $14.3 Million 0.45%
% of portfolio
0.09%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$25.4 - $25.62 $46,050 - $46,449
1,813 Added 0.33%
559,435 $14.2 Million
Q3 2024

Nov 14, 2024
BUY
$25.26 - $25.66 $249,013 - $252,956
9,858 Added 1.8%
557,622 $14.3 Million
Q2 2024

Aug 15, 2024
SELL
$25.16 - $25.33 $415,542 - $418,350
-16,516 Reduced 2.93%
547,764 $13.9 Million
Q1 2024

May 14, 2024
BUY
$25.35 - $25.52 $346,204 - $348,526
13,657 Added 2.48%
564,280 $14.3 Million
Q4 2023

Feb 13, 2024
BUY
$24.71 - $25.52 $4.53 Million - $4.68 Million
183,488 Added 49.98%
550,623 $14 Million
Q3 2023

Nov 14, 2023
BUY
$24.76 - $25.26 $636,579 - $649,434
25,710 Added 7.53%
367,135 $9.11 Million
Q2 2023

Aug 14, 2023
SELL
$24.96 - $25.63 $1.3 Million - $1.33 Million
-51,926 Reduced 13.2%
341,425 $8.6 Million
Q1 2023

May 12, 2023
SELL
$24.99 - $25.64 $708,841 - $727,278
-28,365 Reduced 6.73%
393,351 $10 Million
Q4 2022

Feb 14, 2023
BUY
$24.52 - $25.33 $9.3 Million - $9.61 Million
379,263 Added 893.37%
421,716 $10.6 Million
Q3 2022

Nov 14, 2022
BUY
$24.63 - $25.76 $1.05 Million - $1.09 Million
42,453 New
42,453 $1.05 Million

Others Institutions Holding IBMO

# of Institutions
191
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email