Edge Wealth Management LLC Ishares Tr Transaction History

Edge Wealth Management LLC

  • $528 Million
  • Q3 2025

A detailed history of Edge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Edge Wealth Management LLC holds 2,482 shares of IYY stock, worth $405,285. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,482
Previous 2,652 6.41%
Holding current value
$405,285
Previous $400,000 0.75%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$150.75 - $162.82 $25,627 - $27,679
-170 Reduced 6.41%
2,482 $403,000
Q2 2024

Jul 12, 2024
SELL
$120.85 - $132.7 $66,225 - $72,719
-548 Reduced 17.13%
2,652 $350,000
Q4 2020

Jan 19, 2021
BUY
$81.36 - $94.32 $130,176 - $150,912
1,600 Added 100.0%
3,200 $302,000
Q3 2017

Oct 19, 2017
BUY
N/A
1,600
1,600 $201,000

Others Institutions Holding IYY

# of Institutions
295
Shares Held
3.75M
Call Options Held
6K
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Edge Wealth Management LLC Portfolio

Follow Edge Wealth Management 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 Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email