New Edge Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, New Edge Advisors, LLC holds 645,225 shares of IBMO stock, worth $16.5 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
645,225
Previous 615,172
4.89%
Holding current value
$16.5 Million
Previous $15.8 Million
5.05%
% of portfolio
0.08%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding IBMO
# of Institutions
201Shares Held
18.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2MShares$51.3 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.07MShares$27.4 Million0.05% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio
-
Us Bancorp \De\721KShares$18.5 Million0.02% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH478KShares$12.2 Million0.17% of portfolio