A detailed history of Edge Capital Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Edge Capital Group, LLC holds 56,789 shares of IAT stock, worth $3.09 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
56,789
Previous 59,584 4.69%
Holding current value
$3.09 Million
Previous $2.47 Million 9.27%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$40.8 - $48.93 $114,035 - $136,759
-2,795 Reduced 4.69%
56,789 $2.7 Million
Q2 2024

Aug 13, 2024

SELL
$39.17 - $43.65 $293,579 - $327,156
-7,495 Reduced 11.17%
59,584 $2.47 Million
Q1 2024

May 14, 2024

BUY
$39.12 - $43.38 $651,308 - $722,233
16,649 Added 33.01%
67,079 $2.91 Million
Q4 2023

Feb 13, 2024

BUY
$30.98 - $43.2 $153,134 - $213,537
4,943 Added 10.87%
50,430 $2.11 Million
Q3 2023

Nov 13, 2023

BUY
$32.83 - $39.14 $172,685 - $205,876
5,260 Added 13.08%
45,487 $1.53 Million
Q2 2023

Aug 08, 2023

BUY
$29.75 - $36.65 $1.2 Million - $1.47 Million
40,227 New
40,227 $1.36 Million

Others Institutions Holding IAT

About ISHARES TR


  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
Track This Portfolio

Track Edge Capital Group, LLC Portfolio

Follow Edge Capital Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Capital Group, LLC with notifications on news.