New Edge Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 452,997 shares of IBMQ stock, worth $11.6 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
452,997
Previous 434,996
4.14%
Holding current value
$11.6 Million
Previous $11.1 Million
5.08%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IBMQ
# of Institutions
178Shares Held
18.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.12MShares$53.9 Million0.0% of portfolio
-
Vishria Bird Financial Group, LLC1.14MShares$29.2 Million6.63% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH913KShares$23.3 Million0.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO900KShares$23 Million0.04% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio