New Edge Wealth, LLC Ishares Global Fin'L ETF Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$72.45 - $85.55 $683,275 - $806,822	-9,431 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$77.09 - $83.81 $727,035 - $790,412	9,431 New	9,431 $755,000

Others Institutions Holding IXG

# of Institutions

124

Shares Held

2.02M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

376K
Shares

$37.3 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

319K
Shares

$31.6 Million
0.01% of portfolio
Pictet Asset Management Holding Sa Carouge, V8

253K
Shares

$25.1 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

204K
Shares

$20.3 Million
0.0% of portfolio
Cambria Investment Management, L.P.

97.3K
Shares

$9.66 Million
0.58% of portfolio

About ISHARES GLOBAL FIN'L ETF

Ticker IXG
Sector ETFs
Industry ETFs

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