New Edge Advisors, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, New Edge Advisors, LLC holds 315,488 shares of IBDU stock, worth $7.37 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
315,488
Previous 1,133,743
72.17%
Holding current value
$7.37 Million
Previous $26.5 Million
72.01%
% of portfolio
0.04%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio