Nestegg Advisors, Inc. ISHARES TR Transaction History

Nestegg Advisors, Inc.

  • $113 Billion
  • Q3 2025
Number of Shares
116,931
Previous 121,228 3.54%
Holding current value
$3.05 Billion
Previous $3.11 Billion 1.97%
% of portfolio
2.71%
Previous 3.0%

Shares

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

Oct 23, 2025
SELL
N/A
-4,297 Reduced 3.54%
116,931 $3.05 Billion
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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