New England Private Wealth Advisors LLC Ishares Tr Ibonds Dec 2025 Ter 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 Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 97,495 shares of IBMN stock, worth $2.61 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
97,495
Previous 97,284
0.22%
Holding current value
$2.61 Million
Previous $2.59 Million
0.08%
% of portfolio
0.42%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding IBMN
# of Institutions
181Shares Held
18.5MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.9 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$45.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc937KShares$25.1 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO824KShares$22 Million0.05% of portfolio
-
Us Bancorp \De\677KShares$18.1 Million0.02% of portfolio