A detailed history of New Edge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 27,473 shares of IYF stock, worth $3.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,473
Previous 24,258 13.25%
Holding current value
$3.03 Million
Previous $2.29 Million 24.41%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$93.83 - $105.05 $301,663 - $337,735
3,215 Added 13.25%
27,473 $2.85 Million
Q2 2024

Aug 15, 2024

SELL
$89.39 - $96.85 $108,072 - $117,091
-1,209 Reduced 4.75%
24,258 $2.29 Million
Q1 2024

May 14, 2024

BUY
$83.91 - $95.65 $1.58 Million - $1.8 Million
18,787 Added 281.24%
25,467 $2.44 Million
Q4 2023

Feb 13, 2024

SELL
$70.7 - $85.68 $3,747 - $4,541
-53 Reduced 0.79%
6,680 $570,000
Q3 2023

Nov 14, 2023

SELL
$73.99 - $79.98 $38,252 - $41,349
-517 Reduced 7.13%
6,733 $503,000
Q2 2023

Aug 14, 2023

SELL
$68.91 - $74.74 $26,047 - $28,251
-378 Reduced 4.96%
7,250 $540,000
Q1 2023

May 12, 2023

SELL
$68.23 - $82.05 $285,064 - $342,804
-4,178 Reduced 35.39%
7,628 $542,000
Q4 2022

Feb 14, 2023

BUY
$67.64 - $80.38 $31,384 - $37,296
464 Added 4.09%
11,806 $890,000
Q3 2022

Nov 14, 2022

SELL
$67.55 - $79.83 $45,798 - $54,124
-678 Reduced 5.64%
11,342 $766,000
Q2 2022

Aug 09, 2022

SELL
$67.96 - $84.37 $263,684 - $327,355
-3,880 Reduced 24.4%
12,020 $841,000
Q1 2022

May 13, 2022

SELL
$78.62 - $91.32 $2 Million - $2.32 Million
-25,459 Reduced 61.56%
15,900 $1.34 Million
Q4 2021

Feb 17, 2022

BUY
$83.02 - $90.24 $2.94 Million - $3.2 Million
35,458 Added 600.88%
41,359 $3.59 Million
Q3 2021

Oct 29, 2021

BUY
$79.17 - $85.45 $24,701 - $26,660
312 Added 5.58%
5,901 $487,000
Q2 2021

Jul 22, 2021

BUY
$75.91 - $83.61 $17,990 - $19,815
237 Added 4.43%
5,589 $453,000
Q1 2021

Apr 26, 2021

SELL
$65.2 - $76.35 $45,640 - $53,444
-700 Reduced 11.57%
5,352 $401,000
Q4 2020

Jan 27, 2021

BUY
$55.06 - $66.77 $124,986 - $151,567
2,270 Added 60.02%
6,052 $404,000
Q3 2020

Nov 03, 2020

SELL
$54.05 - $60.26 $20,863 - $23,260
-386 Reduced 9.26%
3,782 $429,000
Q2 2020

Jul 29, 2020

BUY
$45.62 - $62.0 $190,144 - $258,416
4,168 New
4,168 $459,000
Q3 2017

Nov 13, 2017

SELL
N/A
-663 Closed
0 $0
Q2 2017

Aug 16, 2017

BUY
N/A
663
663 $0

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.