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

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

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 5,780 shares of IGSB stock, worth $300,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,780
Previous 4,086 41.46%
Holding current value
$300,675
Previous $215,000 38.6%
% of portfolio
0.01%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,049
Shares Held
325M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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