New Edge Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 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 425,352 shares of IBMQ stock, worth $10.9 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
425,352
Previous 370,144
14.92%
Holding current value
$10.9 Million
Previous $9.32 Million
15.42%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IBMQ
# of Institutions
167Shares Held
16.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.93MShares$49.3 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH892KShares$22.8 Million0.33% of portfolio
-
Envestnet Asset Management Inc841KShares$21.5 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.3 Million0.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO753KShares$19.2 Million0.04% of portfolio