New Edge Advisors, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 835,241 shares of IBTM stock, worth $19 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
835,241
Previous 801,141
4.26%
Holding current value
$19 Million
Previous $18.8 Million
1.42%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IBTM
# of Institutions
71Shares Held
9MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.62MShares$36.9 Million2.63% of portfolio
-
Ubs Group Ag1.59MShares$36.3 Million0.01% of portfolio
-
Stratos Wealth Partners, Ltd.647KShares$14.7 Million0.21% of portfolio
-
Confluence Investment Management LLC426KShares$9.69 Million0.14% of portfolio
-
Morgan Stanley New York, NY374KShares$8.51 Million0.0% of portfolio