New Edge Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 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 434,996 shares of IBMQ stock, worth $11.1 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
434,996
Previous 425,352
2.27%
Holding current value
$11.1 Million
Previous $10.8 Million
2.75%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IBMQ
# of Institutions
169Shares Held
17MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.07MShares$52.9 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH892KShares$22.8 Million0.33% of portfolio
-
Mercer Global Advisors Inc Denver, CO857KShares$21.9 Million0.05% of portfolio
-
Envestnet Asset Management Inc841KShares$21.5 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.3 Million0.54% of portfolio