A detailed history of New Edge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,519 shares of IEZ stock, worth $30,516. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,519
Previous 1,519 -0.0%
Holding current value
$30,516
Previous $35,000 5.71%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$19.85 - $23.65 $12,227 - $14,568
-616 Reduced 28.85%
1,519 $35,000
Q4 2023

Feb 13, 2024

SELL
$20.39 - $24.27 $4,179 - $4,975
-205 Reduced 8.76%
2,135 $46,000
Q2 2023

Aug 14, 2023

SELL
$17.22 - $20.49 $4,528 - $5,388
-263 Reduced 10.1%
2,340 $47,000
Q4 2022

Feb 14, 2023

BUY
$15.41 - $21.93 $40,112 - $57,083
2,603 New
2,603 $55,000

Others Institutions Holding IEZ

About ISHARES TR


  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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