New Edge Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
New Edge Advisors, LLC
- $13.5 Billion
- Q2 2024
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 1,111,221 shares of IBDW stock, worth $23.4 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,111,221
Previous 1,156,253
3.89%
Holding current value
$23.4 Million
Previous $23.7 Million
4.83%
% of portfolio
0.17%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding IBDW
# of Institutions
140Shares Held
36.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$73.8 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$54.2 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$42.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.93MShares$40.7 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.91MShares$40.4 Million0.89% of portfolio