New Edge Advisors, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,780,749 shares of IBTG stock, worth $40.8 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,780,749
Previous 1,850,602
3.77%
Holding current value
$40.8 Million
Previous $42.5 Million
3.82%
% of portfolio
0.22%
Previous 0.26%
Shares
11 transactions
Others Institutions Holding IBTG
# of Institutions
298Shares Held
70.1MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.2 Million0.01% of portfolio