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 $4.38 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
29,658
Previous 26,272 12.89%
Holding current value
$4.38 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
701
Shares Held
18.7M
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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email