New Edge Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, New Edge Advisors, LLC holds 47,486 shares of IBTJ stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
47,486
Previous 165,183
71.25%
Holding current value
$1.04 Million
Previous $3.6 Million
71.08%
% of portfolio
0.01%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding IBTJ
# of Institutions
168Shares Held
26.1MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.4 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.5MShares$32.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.3 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.2 Million0.01% of portfolio
-
Ubs Group Ag922KShares$20.1 Million0.0% of portfolio