New Edge Wealth, LLC Ishares Tr Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$124.84 - $138.68 $99,122 - $110,111
-794 Reduced 25.31%
2,343 $295,000
Q2 2023

Aug 09, 2023
SELL
$120.69 - $133.93 $45,862 - $50,893
-380 Reduced 10.8%
3,137 $417,000
Q1 2023

May 08, 2023
SELL
$124.32 - $140.43 $10,815 - $12,217
-87 Reduced 2.41%
3,517 $466,000
Q4 2022

Feb 14, 2023
BUY
$109.29 - $133.88 $393,881 - $482,503
3,604 New
3,604 $449,000

Others Institutions Holding IYM

# of Institutions
206
Shares Held
2.51M
Call Options Held
3.9K
Put Options Held
100
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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