New Edge Wealth, LLC Ishares Tr Transaction History

New Edge Wealth, LLC

$5.97 Billion
Q2 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Wealth, LLC holds 15,141 shares of ITA stock, worth $3.12 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

15,141

Previous 27,170 44.27%

Holding current value

$3.12 Million

Previous $4.16 Million 31.33%

% of portfolio

0.05%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$135.31 - $188.64 $1.63 Million - $2.27 Million	-12,029 Reduced 44.27%	15,141 $2.86 Million
Q1 2025 May 09, 2025	SELL	$144.84 - $159.5 $401,496 - $442,134	-2,772 Reduced 9.26%	27,170 $4.16 Million
Q4 2024 Feb 04, 2025	BUY	$144.31 - $157.31 $40,984 - $44,676	284 Added 0.96%	29,942 $4.35 Million
Q3 2024 Nov 12, 2024	BUY	$131.58 - $149.64 $445,529 - $506,681	3,386 Added 12.89%	29,658 $4.44 Million
Q2 2024 Aug 01, 2024	SELL	$127.05 - $137.39 $71,783 - $77,625	-565 Reduced 2.11%	26,272 $3.47 Million
Q1 2024 May 06, 2024	BUY	$119.3 - $131.93 $3.2 Million - $3.54 Million	26,837 New	26,837 $3.54 Million

Others Institutions Holding ITA

# of Institutions

877

Shares Held

21.4M

Call Options Held

1.04M

Put Options Held

416K

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About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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New Edge Wealth, LLC Ishares Tr Transaction History