New Edge Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,356,845 shares of IBTH stock, worth $29.9 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,356,845
Previous 1,197,227
13.33%
Holding current value
$29.9 Million
Previous $26.8 Million
12.17%
% of portfolio
0.27%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding IBTH
# of Institutions
159Shares Held
25.4MCall Options Held
0Put Options Held
0-
Globalt Investments LLC / Ga Atlanta, GA3.23MShares$71.1 Million2.85% of portfolio
-
Morgan Stanley New York, NY3.09MShares$67.9 Million0.01% of portfolio
-
Confluence Investment Management LLC1.39MShares$30.5 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.31MShares$28.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$23.2 Million0.01% of portfolio