Edge Wealth Management LLC Ishares Tr Transaction History

Edge Wealth Management LLC

  • $467 Million
  • Q1 2025

A detailed history of Edge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Edge Wealth Management LLC holds 2,652 shares of IYY stock, worth $339,933. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,652
Previous 2,652 -0.0%
Holding current value
$339,933
Previous $379,000 5.28%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$120.85 - $132.7 $66,225 - $72,719
-548 Reduced 17.13%
2,652 $350,000
Q4 2020

Jan 19, 2021
BUY
$81.36 - $94.32 $130,176 - $150,912
1,600 Added 100.0%
3,200 $302,000
Q3 2017

Oct 19, 2017
BUY
N/A
1,600
1,600 $201,000

Others Institutions Holding IYY

# of Institutions
280
Shares Held
3.9M
Call Options Held
5.6K
Put Options Held
100
View Full List

About ISHARES TR

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