A detailed history of New Edge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 929 shares of IYR stock, worth $90,298. This represents 0.0% of its overall portfolio holdings.

Number of Shares
929
Previous 1,184 21.54%
Holding current value
$90,298
Previous $106,000 23.58%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$81.6 - $89.23 $20,808 - $22,753
-255 Reduced 21.54%
929 $81,000
Q1 2024

May 14, 2024

BUY
$85.32 - $92.22 $2,133 - $2,305
25 Added 2.16%
1,184 $106,000
Q4 2023

Feb 13, 2024

SELL
$73.28 - $92.46 $18,686 - $23,577
-255 Reduced 18.03%
1,159 $105,000
Q3 2023

Nov 14, 2023

BUY
$77.12 - $89.86 $84,832 - $98,846
1,100 Added 350.32%
1,414 $110,000
Q2 2023

Aug 14, 2023

SELL
$80.51 - $86.54 $36,390 - $39,116
-452 Reduced 59.01%
314 $27,000
Q1 2023

May 12, 2023

SELL
$78.73 - $95.24 $9,762 - $11,809
-124 Reduced 13.93%
766 $65,000
Q4 2022

Feb 14, 2023

SELL
$76.97 - $89.17 $279,324 - $323,597
-3,629 Reduced 80.31%
890 $74,000
Q3 2022

Nov 14, 2022

BUY
$80.64 - $103.19 $364,412 - $466,315
4,519 New
4,519 $368,000
Q1 2022

May 13, 2022

SELL
$99.21 - $115.26 $542,678 - $630,472
-5,470 Closed
0 $0
Q4 2021

Feb 17, 2022

BUY
$103.03 - $116.14 $563,574 - $635,285
5,470 New
5,470 $635,000
Q1 2020

May 04, 2020

SELL
$57.84 - $100.28 $868,351 - $1.51 Million
-15,013 Closed
0 $0
Q4 2019

Jan 31, 2020

BUY
$89.52 - $95.36 $5,818 - $6,198
65 Added 0.43%
15,013 $1.4 Million
Q3 2019

Nov 06, 2019

BUY
$91.54 - $93.76 $1.37 Million - $1.4 Million
14,948 New
14,948 $1.42 Million

Others Institutions Holding IYR

About ISHARES TR


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