New Edge Wealth, LLC Ishares Morningstar U.S. Equit Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, New Edge Wealth, LLC holds 7,768 shares of ILCB stock, worth $630,606. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,768
Previous 8,018 3.12%
Holding current value
$630,606
Previous $602,000 2.16%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$71.38 - $79.23 $17,845 - $19,807
-250 Reduced 3.12%
7,768 $615,000
Q2 2024

Aug 01, 2024
SELL
$68.51 - $75.47 $7,947 - $8,754
-116 Reduced 1.43%
8,018 $602,000
Q1 2024

May 06, 2024
SELL
$64.54 - $72.47 $5,550 - $6,232
-86 Reduced 1.05%
8,134 $589,000
Q4 2023

Jan 29, 2024
SELL
$56.59 - $65.96 $10,412 - $12,136
-184 Reduced 2.19%
8,220 $540,000
Q3 2023

Nov 08, 2023
BUY
$58.68 - $63.17 $263,179 - $283,317
4,485 Added 114.44%
8,404 $494,000
Q2 2023

Aug 09, 2023
BUY
$55.57 - $61.08 $217,778 - $239,372
3,919 New
3,919 $239,000

Others Institutions Holding ILCB

# of Institutions
178
Shares Held
5.61M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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