New Edge Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 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 1,366,856 shares of IBTH stock, worth $30.2 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,366,856
Previous 1,298,753
5.24%
Holding current value
$30.2 Million
Previous $28.7 Million
7.91%
% of portfolio
0.21%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding IBTH
# of Institutions
199Shares Held
32.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.6 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.4 Million0.0% of portfolio
-
Confluence Investment Management LLC1.36MShares$30 Million0.43% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$27.6 Million0.01% of portfolio