New Edge Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,548,877 shares of IBTF stock, worth $36.2 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,548,877
Previous 1,398,485
10.75%
Holding current value
$36.2 Million
Previous $32.8 Million
10.28%
% of portfolio
0.23%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio