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

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

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 4,899 shares of IAI stock, worth $833,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,899

Previous 4,897 0.04%

Holding current value

$833,907

Previous $686,000 20.7%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$122.04 - $169.14 $244 - $338	2 Added 0.04%	4,899 $828,000
Q1 2025 May 15, 2025	SELL	$134.68 - $159.3 $26,127 - $30,904	-194 Reduced 3.81%	4,897 $686,000
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

196

Shares Held

6.29M

Call Options Held

25.7K

Put Options Held

127K

View Full List

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