New Edge Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,483,193 shares of IBTH stock, worth $33.2 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,483,193
Previous 1,366,856 8.51%
Holding current value
$33.2 Million
Previous $30.9 Million 6.4%
% of portfolio
0.21%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.1 - $22.59 $2.57 Million - $2.63 Million
116,337 Added 8.51%
1,483,193 $32.9 Million
Q3 2024

Nov 14, 2024
BUY
$21.96 - $22.69 $1.5 Million - $1.55 Million
68,103 Added 5.24%
1,366,856 $30.9 Million
Q2 2024

Aug 15, 2024
SELL
$21.83 - $22.09 $1.27 Million - $1.28 Million
-58,092 Reduced 4.28%
1,298,753 $28.7 Million
Q1 2024

May 14, 2024
BUY
$22.05 - $22.46 $3.52 Million - $3.59 Million
159,618 Added 13.33%
1,356,845 $30.1 Million
Q4 2023

Feb 13, 2024
BUY
$21.61 - $22.41 $17.1 Million - $17.8 Million
792,295 Added 195.66%
1,197,227 $26.8 Million
Q3 2023

Nov 14, 2023
BUY
$21.77 - $22.29 $2.07 Million - $2.12 Million
95,020 Added 30.66%
404,932 $8.85 Million
Q2 2023

Aug 14, 2023
BUY
$22.15 - $22.9 $207,501 - $214,527
9,368 Added 3.12%
309,912 $6.86 Million
Q1 2023

May 12, 2023
BUY
$21.92 - $22.83 $1.66 Million - $1.73 Million
75,605 Added 33.61%
300,544 $6.81 Million
Q4 2022

Feb 14, 2023
BUY
$21.81 - $22.62 $4.91 Million - $5.09 Million
224,939 New
224,939 $5 Million

Others Institutions Holding IBTH

# of Institutions
234
Shares Held
45.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email