New Edge Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 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 569,568 shares of IBMO stock, worth $14.6 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
569,568
Previous 559,435
1.81%
Holding current value
$14.6 Million
Previous $14.2 Million
2.21%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding IBMO
# of Institutions
196Shares Held
19.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.89MShares$48.4 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH882KShares$22.6 Million0.33% of portfolio
-
Envestnet Asset Management Inc878KShares$22.5 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO859KShares$22 Million0.05% of portfolio
-
Us Bancorp \De\735KShares$18.8 Million0.02% of portfolio