New Edge Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 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 564,280 shares of IBMO stock, worth $14.2 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
564,280
Previous 550,623
2.48%
Holding current value
$14.2 Million
Previous $14 Million
1.84%
% of portfolio
0.13%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding IBMO
# of Institutions
161Shares Held
16.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.43MShares$36 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO951KShares$24 Million0.07% of portfolio
-
Envestnet Asset Management Inc855KShares$21.6 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.3 Million0.52% of portfolio
-
Morgan Stanley New York, NY688KShares$17.3 Million0.0% of portfolio