New Edge Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History

New Edge Wealth, LLC

$5.35 Billion
Q1 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,845 shares of IGSB stock, worth $305,635. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,845

Previous 5,780 1.12%

Holding current value

$305,635

Previous $298,000 2.68%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$51.52 - $52.37 $3,348 - $3,404	65 Added 1.12%	5,845 $306,000
Q4 2024 Feb 04, 2025	BUY	$51.54 - $52.55 $87,308 - $89,019	1,694 Added 41.46%	5,780 $298,000
Q3 2024 Nov 12, 2024	SELL	$51.02 - $52.74 $209,284 - $216,339	-4,102 Reduced 50.1%	4,086 $215,000
Q2 2024 Aug 01, 2024	SELL	$50.64 - $51.3 $30,991 - $31,395	-612 Reduced 6.95%	8,188 $419,000
Q1 2024 May 06, 2024	SELL	$50.95 - $51.48 $917 - $926	-18 Reduced 0.2%	8,800 $451,000
Q4 2023 Jan 29, 2024	SELL	$49.4 - $51.28 $9,880 - $10,256	-200 Reduced 2.22%	8,818 $452,000
Q3 2023 Nov 08, 2023	BUY	$49.74 - $50.37 $57,698 - $58,429	1,160 Added 14.76%	9,018 $449,000
Q2 2023 Aug 09, 2023	BUY	$50.02 - $50.76 $393,057 - $398,872	7,858 New	7,858 $394,000

Others Institutions Holding IGSB

# of Institutions

1,064

Shares Held

324M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
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New Edge Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History