New Edge Wealth, LLC Ishares Tr Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 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 29,658 shares of ITA stock, worth $4.58 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
29,658
Previous 26,272 12.89%
Holding current value
$4.58 Million
Previous $3.47 Million 27.93%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
699
Shares Held
18.6M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

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