A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, New Edge Advisors, LLC holds 40 shares of REZ stock, worth $3,499. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Previous 40 -0.0%
Holding current value
$3,499
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024

SELL
$67.66 - $74.45 $120,976 - $133,116
-1,788 Reduced 97.81%
40 $2,000
Q4 2023

Feb 13, 2024

SELL
$61.4 - $74.46 $198,874 - $241,175
-3,239 Reduced 63.92%
1,828 $134,000
Q3 2023

Nov 14, 2023

SELL
$65.29 - $76.0 $1.02 Million - $1.19 Million
-15,633 Reduced 75.52%
5,067 $334,000
Q2 2023

Aug 14, 2023

SELL
$68.53 - $73.43 $113,691 - $121,820
-1,659 Reduced 7.42%
20,700 $1.52 Million
Q1 2023

May 12, 2023

SELL
$65.21 - $77.8 $59,797 - $71,342
-917 Reduced 3.94%
22,359 $1.58 Million
Q4 2022

Feb 14, 2023

BUY
$66.83 - $73.54 $1.56 Million - $1.71 Million
23,276 New
23,276 $1.59 Million
Q3 2017

Nov 13, 2017

SELL
N/A
-100 Closed
0 $0
Q2 2017

Aug 16, 2017

BUY
N/A
100
100 $0

Others Institutions Holding REZ

About ISHARES TR RESIDENTIAL AND MUL


  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
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.