New Edge Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 16,907 shares of IVW stock, worth $1.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,907
Previous 11,912 41.93%
Holding current value
$1.78 Million
Previous $1.1 Million 46.82%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$84.77 - $97.13 $423,426 - $485,164
4,995 Added 41.93%
16,907 $1.62 Million
Q2 2024

Aug 01, 2024
SELL
$79.31 - $93.31 $96,520 - $113,558
-1,217 Reduced 9.27%
11,912 $1.1 Million
Q1 2024

May 06, 2024
BUY
$72.87 - $85.14 $184,069 - $215,063
2,526 Added 23.82%
13,129 $1.11 Million
Q4 2023

Jan 29, 2024
BUY
$65.78 - $75.4 $697,465 - $799,466
10,603 New
10,603 $796,000

Others Institutions Holding IVW

# of Institutions
1,823
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

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