New Edge Advisors, LLC Ishares Tr Transaction History

New Edge Advisors, LLC

$16.2 Billion
Q1 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 159 shares of IYM stock, worth $21,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares

159

Previous 211 24.64%

Holding current value

$21,406

Previous $27,000 22.22%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$128.53 - $142.03 $6,683 - $7,385	-52 Reduced 24.64%	159 $21,000
Q3 2024 Nov 14, 2024	SELL	$136.13 - $151.64 $1.93 Million - $2.15 Million	-14,202 Reduced 98.54%	211 $31,000
Q2 2024 Aug 15, 2024	BUY	$140.01 - $149.03 $1.9 Million - $2.02 Million	13,578 Added 1626.11%	14,413 $2.02 Million
Q1 2024 May 14, 2024	SELL	$130.2 - $147.73 $1.3 Million - $1.48 Million	-10,019 Reduced 92.31%	835 $123,000
Q4 2023 Feb 13, 2024	SELL	$119.29 - $139.6 $7,038 - $8,236	-59 Reduced 0.54%	10,854 $1.5 Million
Q3 2023 Nov 14, 2023	SELL	$124.84 - $138.68 $55,054 - $61,157	-441 Reduced 3.88%	10,913 $1.38 Million
Q2 2023 Aug 14, 2023	BUY	$120.69 - $133.93 $6,637 - $7,366	55 Added 0.49%	11,354 $1.51 Million
Q1 2023 May 12, 2023	BUY	$124.32 - $140.43 $1.34 Million - $1.52 Million	10,794 Added 2137.43%	11,299 $1.5 Million
Q4 2022 Feb 14, 2023	SELL	$109.29 - $133.88 $212,350 - $260,128	-1,943 Reduced 79.37%	505 $63,000
Q3 2022 Nov 14, 2022	SELL	$106.58 - $130.61 $286,700 - $351,340	-2,690 Reduced 52.36%	2,448 $265,000
Q2 2022 Aug 09, 2022	BUY	$117.72 - $154.02 $604,845 - $791,354	5,138 New	5,138 $605,000

Others Institutions Holding IYM

# of Institutions

215

Shares Held

2.4M

Call Options Held

8.4K

Put Options Held

300

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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New Edge Advisors, LLC Ishares Tr Transaction History