New Edge Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,904,405 shares of IBTG stock, worth $43.6 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,904,405
Previous 1,780,749
6.94%
Holding current value
$43.6 Million
Previous $40.8 Million
7.04%
% of portfolio
0.21%
Previous 0.22%
Shares
12 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio