New Edge Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, New Edge Advisors, LLC holds 386,300 shares of IBTJ stock, worth $8.47 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
386,300
Previous 47,486
713.5%
Holding current value
$8.47 Million
Previous $1.04 Million
715.67%
% of portfolio
0.04%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IBTJ
# of Institutions
190Shares Held
30.4MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Brookstone Capital Management1.73MShares$37.9 Million0.51% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Hengehold Capital Management LLC1MShares$21.9 Million1.99% of portfolio