New Edge Advisors, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 56,370 shares of IBTK stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
56,370
Previous 57,799
2.47%
Holding current value
$1.09 Million
Previous $1.14 Million
3.95%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IBTK
# of Institutions
81Shares Held
10MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.93MShares$37.2 Million0.01% of portfolio
-
Atwood & Palmer Inc953KShares$18.3 Million1.42% of portfolio
-
Farmer Steven Patrick850KShares$16.4 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC588KShares$11.3 Million0.0% of portfolio
-
Waycross Investment Management CO Bellingham, WA533KShares$10.3 Million9.64% of portfolio