New Edge Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
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 874,010 shares of IBDW stock, worth $18.3 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
874,010
Previous 945,737
7.58%
Holding current value
$18.3 Million
Previous $19.6 Million
6.29%
% of portfolio
0.1%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding IBDW
# of Institutions
230Shares Held
64.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$134 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$65.8 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$61.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$58.9 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.1 Million1.97% of portfolio