New Edge Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,297,469 shares of IBTH stock, worth $29.1 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,297,469
Previous 1,483,193
12.52%
Holding current value
$29.1 Million
Previous $32.9 Million
11.65%
% of portfolio
0.18%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding IBTH
# of Institutions
253Shares Held
53.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.46MShares$122 Million2.19% of portfolio
-
Morgan Stanley New York, NY3.67MShares$82.2 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.95MShares$66 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC2.69MShares$60.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.97MShares$44.2 Million0.01% of portfolio