New Edge Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, New Edge Advisors, LLC holds 5,091 shares of IAI stock, worth $810,181. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,091
Previous 4,310 18.12%
Holding current value
$810,181
Previous $554,000 32.31%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$127.59 - $153.41 $99,647 - $119,813
781 Added 18.12%
5,091 $733,000
Q3 2024

Nov 14, 2024
BUY
$115.73 - $128.74 $56,360 - $62,696
487 Added 12.74%
4,310 $554,000
Q2 2024

Aug 15, 2024
BUY
$109.7 - $120.13 $355,098 - $388,860
3,237 Added 552.39%
3,823 $447,000
Q4 2023

Feb 13, 2024
SELL
$85.18 - $109.1 $37,053 - $47,458
-435 Reduced 42.61%
586 $63,000
Q3 2023

Nov 14, 2023
SELL
$89.26 - $99.15 $34,454 - $38,271
-386 Reduced 27.43%
1,021 $92,000
Q2 2023

Aug 14, 2023
SELL
$85.9 - $93.7 $452,607 - $493,705
-5,269 Reduced 78.92%
1,407 $127,000
Q1 2023

May 12, 2023
SELL
$87.46 - $104.89 $1.24 Million - $1.49 Million
-14,171 Reduced 67.98%
6,676 $611,000
Q4 2022

Feb 14, 2023
BUY
$85.82 - $103.08 $1.16 Million - $1.39 Million
13,522 Added 184.6%
20,847 $2 Million
Q3 2022

Nov 14, 2022
BUY
$81.8 - $99.58 $222,823 - $271,255
2,724 Added 59.2%
7,325 $625,000
Q2 2022

Aug 09, 2022
BUY
$81.32 - $99.97 $374,153 - $459,961
4,601 New
4,601 $386,000
Q1 2022

May 13, 2022
SELL
$94.42 - $114.54 $285,998 - $346,941
-3,029 Closed
0 $0
Q4 2021

Feb 17, 2022
BUY
$104.77 - $116.15 $18,858 - $20,907
180 Added 6.32%
3,029 $334,000
Q3 2021

Oct 29, 2021
BUY
$97.62 - $110.73 $278,119 - $315,469
2,849 New
2,849 $297,000

Others Institutions Holding IAI

# of Institutions
193
Shares Held
10.5M
Call Options Held
26.7K
Put Options Held
7.1K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
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