New Edge Wealth, LLC Ishares Tr U.S. Transportation 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	$247.38 - $279.97 $219,426 - $248,333	-887 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$247.47 - $279.33 $219,505 - $247,765	887 New	887 $245,000

Others Institutions Holding IYT

# of Institutions

208

Shares Held

5.7M

Call Options Held

878K

Put Options Held

234K

Morgan Stanley New York, NY

1.13M
Shares

$80.1 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$77.1 Million
0.01% of portfolio
Barclays PLC London, X0

297K
Shares

$21 Million
0.01% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

268K
Shares

$18.9 Million
0.05% of portfolio
First Financial Bankshares Inc Abilene, TX

267K
Shares

$18.9 Million
0.39% of portfolio

About ISHARES TR U.S. TRANSPORTATION

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