New Edge Advisors, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 7,352 shares of IBTK stock, worth $145,202. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,352
Previous 43,479
83.09%
Holding current value
$145,202
Previous $854,000
83.02%
% of portfolio
0.0%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding IBTK
# of Institutions
139Shares Held
19.5MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.69MShares$53.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$27.2 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.15MShares$22.8 Million0.01% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.03MShares$20.3 Million2.03% of portfolio
-
Farmer Steven Patrick850KShares$16.8 Million0.28% of portfolio