New England Private Wealth Advisors LLC Ishares Ibonds Dec 2025 Term C Transaction History
New England Private Wealth Advisors LLC
- $617 Million
- Q4 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 282,843 shares of IBDQ stock, worth $7.09 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
282,843
Previous 225,357
25.51%
Holding current value
$7.09 Million
Previous $5.66 Million
25.27%
% of portfolio
1.15%
Previous 0.93%
Shares
8 transactions
Others Institutions Holding IBDQ
# of Institutions
418Shares Held
94.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.7 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.3 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.1 Million0.02% of portfolio