New Edge Advisors, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$24.7 - $24.83 $10.3 Million - $10.4 Million	416,879 Added 30.48%	1,784,563 $44.3 Million
Q2 2023 Aug 14, 2023	SELL	$24.71 - $24.81 $11.4 Million - $11.4 Million	-460,088 Reduced 25.17%	1,367,684 $33.9 Million
Q1 2023 May 12, 2023	SELL	$24.67 - $24.81 $3.22 Million - $3.23 Million	-130,349 Reduced 6.66%	1,827,772 $45.3 Million
Q4 2022 Feb 14, 2023	SELL	$24.66 - $24.75 $1.29 Million - $1.3 Million	-52,348 Reduced 2.6%	1,958,121 $48.4 Million
Q3 2022 Nov 14, 2022	BUY	$24.75 - $24.95 $9.16 Million - $9.23 Million	369,904 Added 22.55%	2,010,469 $49.8 Million
Q2 2022 Aug 09, 2022	BUY	$24.83 - $25.11 $40.3 Million - $40.8 Million	1,624,398 Added 10047.62%	1,640,565 $40.9 Million
Q1 2022 May 13, 2022	BUY	$25.06 - $25.49 $405,145 - $412,096	16,167 New	16,167 $406,000

Others Institutions Holding IBTD

# of Institutions

9

Shares Held

477K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

Ticker IBTD
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