A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 97,290 shares of IBTL stock, worth $1.95 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
97,290
Previous 93,548 4.0%
Holding current value
$1.95 Million
Previous $1.92 Million 2.08%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$19.94 - $20.63 $74,615 - $77,197
3,742 Added 4.0%
97,290 $1.96 Million
Q4 2023

Feb 13, 2024

BUY
$19.04 - $20.66 $1.12 Million - $1.22 Million
58,826 Added 169.42%
93,548 $1.92 Million
Q3 2023

Nov 14, 2023

SELL
$19.5 - $20.7 $437,307 - $464,218
-22,426 Reduced 39.24%
34,722 $679,000
Q2 2023

Aug 14, 2023

BUY
$20.55 - $21.4 $8,404 - $8,752
409 Added 0.72%
57,148 $1.18 Million
Q1 2023

May 12, 2023

SELL
$20.14 - $21.34 $57,902 - $61,352
-2,875 Reduced 4.82%
56,739 $1.2 Million
Q4 2022

Feb 14, 2023

BUY
$19.84 - $21.16 $1.18 Million - $1.26 Million
59,614 New
59,614 $1.22 Million

Others Institutions Holding IBTL

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBTL
  • Sector ETFs
  • Industry ETFs
More about IBTL
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.