New Edge Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, New Edge Advisors, LLC holds 165,183 shares of IBTJ stock, worth $3.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
165,183
Previous 131,480 25.63%
Holding current value
$3.6 Million
Previous $2.8 Million 28.25%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$21.16 - $21.77 $713,155 - $733,714
33,703 Added 25.63%
165,183 $3.6 Million
Q4 2024

Feb 13, 2025
BUY
$21.25 - $22.07 $1.92 Million - $1.99 Million
90,187 Added 218.41%
131,480 $2.8 Million
Q3 2024

Nov 14, 2024
BUY
$21.22 - $22.22 $6,981 - $7,310
329 Added 0.8%
41,293 $912,000
Q2 2024

Aug 15, 2024
SELL
$21.0 - $21.44 $177,996 - $181,725
-8,476 Reduced 17.14%
40,964 $875,000
Q1 2024

May 14, 2024
SELL
$21.33 - $21.86 $27,537 - $28,221
-1,291 Reduced 2.54%
49,440 $1.06 Million
Q4 2023

Feb 13, 2024
BUY
$20.61 - $21.84 $6,141 - $6,508
298 Added 0.59%
50,731 $1.1 Million
Q3 2023

Nov 14, 2023
SELL
$20.92 - $21.75 $105,269 - $109,446
-5,032 Reduced 9.07%
50,433 $1.06 Million
Q2 2023

Aug 14, 2023
BUY
$21.6 - $22.42 $23,025 - $23,899
1,066 Added 1.96%
55,465 $1.2 Million
Q1 2023

May 12, 2023
SELL
$21.27 - $22.34 $53,961 - $56,676
-2,537 Reduced 4.46%
54,399 $1.21 Million
Q4 2022

Feb 14, 2023
BUY
$21.05 - $22.14 $1.2 Million - $1.26 Million
56,936 New
56,936 $1.23 Million

Others Institutions Holding IBTJ

# of Institutions
170
Shares Held
24.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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