A detailed history of New Edge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 211 shares of IYM stock, worth $27,678. This represents 0.0% of its overall portfolio holdings.

Number of Shares
211
Previous 14,413 98.54%
Holding current value
$27,678
Previous $2.02 Million 98.46%
% of portfolio
0.0%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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