Edge Rock Capital LLC Ishares Tr Transaction History

Edge Rock Capital LLC

$247 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 14, 2022	BUY	$83.78 - $102.55 $22,788 - $27,893	272 New	272 $23,000

Others Institutions Holding IYJ

# of Institutions

353

Shares Held

8.08M

Call Options Held

9.2K

Put Options Held

2.8K

Laurel Wealth Advisors LLC Charlotte, NC

1.76M
Shares

$252 Million
0.18% of portfolio
Morgan Stanley New York, NY

837K
Shares

$120 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$88.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

437K
Shares

$62.5 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

341K
Shares

$48.8 Million
1.01% of portfolio

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Edge Rock Capital LLC with notifications on news.