Nestegg Advisors, Inc. ISHARES TR Transaction History

Nestegg Advisors, Inc.

  • $104 Billion
  • Q2 2025
Number of Shares
121,228
Previous 99,471 21.87%
Holding current value
$3.11 Billion
Previous $2.53 Billion 23.12%
% of portfolio
3.0%
Previous 2.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
21,757 Added 21.87%
121,228 $3.11 Billion
Q1 2025

May 14, 2025
BUY
N/A
24,932 Added 33.45%
99,471 $2.53 Billion
Q4 2024

Mar 21, 2025
BUY
N/A
74,539 New
74,539 $1.9 Billion
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