New Edge Wealth, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

New Edge Wealth, LLC

  • $4.55 Billion
  • Q1 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, New Edge Wealth, LLC holds 11,120 shares of IBTE stock, worth $265,545. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,120
Previous 13,665 18.62%
Holding current value
$265,545
Previous $326,000 18.4%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$23.85 - $23.95 $60,698 - $60,952
-2,545 Reduced 18.62%
11,120 $266,000
Q4 2023

Jan 29, 2024
SELL
$23.75 - $23.91 $562,898 - $566,690
-23,701 Reduced 63.43%
13,665 $326,000
Q3 2023

Nov 08, 2023
BUY
$23.72 - $23.85 $334,950 - $336,785
14,121 Added 60.75%
37,366 $890,000
Q2 2023

Aug 09, 2023
BUY
$23.77 - $24.01 $552,533 - $558,112
23,245 New
23,245 $553,000

Others Institutions Holding IBTE

# of Institutions
297
Shares Held
92M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 Wealth, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email