New Edge Advisors, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,561,019 shares of IBTG stock, worth $35.3 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
1,561,019
Previous 1,243,060
25.58%
Holding current value
$35.3 Million
Previous $28.4 Million
24.75%
% of portfolio
0.32%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
180Shares Held
29.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.26MShares$73.6 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$49.8 Million1.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$36.1 Million0.0% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.51MShares$34.1 Million0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA1.29MShares$29.2 Million0.01% of portfolio