New Edge Wealth, LLC Ishares Tr Transaction History

New Edge Wealth, LLC

  • $4.52 Billion
  • Q2 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Wealth, LLC holds 89,192 shares of IDV stock, worth $2.68 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
89,192
Previous 69,982 27.45%
Holding current value
$2.68 Million
Previous $1.96 Million 25.74%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Aug 01, 2024
BUY
$26.94 - $30.1 $517,517 - $578,221
19,210 Added 27.45%
89,192 $2.47 Million
Q1 2024

May 06, 2024
SELL
$26.95 - $28.13 $18,487 - $19,297
-686 Reduced 0.97%
69,982 $1.96 Million
Q4 2023

Jan 29, 2024
BUY
$24.46 - $28.13 $1.73 Million - $1.99 Million
70,668 New
70,668 $1.98 Million
Q2 2023

Aug 09, 2023
BUY
$25.86 - $28.52 $14,869 - $16,399
575 Added 1.44%
40,412 $1.06 Million
Q1 2023

May 08, 2023
BUY
$26.54 - $29.5 $130,019 - $144,520
4,899 Added 14.02%
39,837 $1.1 Million
Q4 2022

Feb 14, 2023
BUY
$22.26 - $27.56 $777,719 - $962,891
34,938 New
34,938 $948,000

Others Institutions Holding IDV

# of Institutions
463
Shares Held
82.3M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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