New England Capital Financial Advisors LLC Ishares Tr Transaction History

New England Capital Financial Advisors LLC

$197 Billion
Q1 2025

A detailed history of New England Capital Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 207 shares of IEZ stock, worth $3,684. This represents 0.0% of its overall portfolio holdings.

Number of Shares

207

Previous 206 0.49%

Holding current value

$3,684

Previous $4.09 Million 1.1%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$18.42 - $22.2 $18 - $22	1 Added 0.49%	207 $4.04 Million
Q3 2024 Oct 29, 2024	BUY	$19.08 - $23.8 $19 - $23	1 Added 0.49%	206 $4.13 Million
Q2 2024 Jul 29, 2024	BUY	$20.73 - $24.62 $20 - $24	1 Added 0.49%	205 $4.56 Million
Q1 2024 May 02, 2024	BUY	$19.85 - $23.65 $19 - $23	1 Added 0.49%	204 $4.82 Million
Q4 2023 Feb 01, 2024	BUY	$20.39 - $24.27 $20 - $24	1 Added 0.5%	203 $4.45 Million
Q1 2023 May 04, 2023	BUY	$17.87 - $23.07 $17 - $23	1 Added 0.5%	202 $3.9 Million
Q4 2022 Feb 03, 2023	BUY	$15.41 - $21.93 $3,097 - $4,407	201 New	201 $4.5 Million

Others Institutions Holding IEZ

# of Institutions

Shares Held

3.56M

Call Options Held

47.3K

Put Options Held

22.3K

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

More about IEZ

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New England Capital Financial Advisors LLC Ishares Tr Transaction History