New Edge Wealth, LLC Ishares Core S&P U.S Growth Et Transaction History

New Edge Wealth, LLC

$5.35 Billion
Q1 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, New Edge Wealth, LLC holds 6,349 shares of IUSG stock, worth $898,637. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,349

Previous 5,845 8.62%

Holding current value

$898,637

Previous $814,000 0.98%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$126.86 - $146.45 $63,937 - $73,810	504 Added 8.62%	6,349 $806,000
Q4 2024 Feb 04, 2025	SELL	$129.96 - $144.97 $539,463 - $601,770	-4,151 Reduced 41.53%	5,845 $814,000
Q3 2024 Nov 12, 2024	BUY	$116.79 - $133.54 $672,243 - $768,656	5,756 Added 135.75%	9,996 $1.32 Million
Q2 2024 Aug 01, 2024	SELL	$109.98 - $128.59 $109 - $128	-1 Reduced 0.02%	4,240 $540,000
Q1 2024 May 06, 2024	BUY	$100.95 - $117.92 $100 - $117	1 Added 0.02%	4,241 $497,000
Q3 2023 Nov 08, 2023	SELL	$94.27 - $100.74 $94,270 - $100,740	-1,000 Reduced 19.08%	4,240 $402,000
Q2 2023 Aug 09, 2023	SELL	$87.77 - $97.64 $173,609 - $193,131	-1,978 Reduced 27.4%	5,240 $511,000
Q1 2023 May 08, 2023	BUY	$79.81 - $88.77 $576,068 - $640,741	7,218 New	7,218 $640,000

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

120M

Call Options Held

300

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Industry ETFs

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New Edge Wealth, LLC Ishares Core S&P U.S Growth Et Transaction History