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 1,495,732 shares of IBTI stock, worth $33.1 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,495,732
Previous 1,572,636
4.89%
Holding current value
$33.1 Million
Previous $34.4 Million
3.37%
% of portfolio
0.21%
Previous 0.22%
Shares
10 transactions
Others Institutions Holding IBTI
# of Institutions
194Shares Held
37.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.43MShares$76 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$53.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.07MShares$45.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.21MShares$26.8 Million0.01% of portfolio
-
Atwood & Palmer Inc1.13MShares$25.1 Million1.79% of portfolio