New Edge Advisors, LLC Ishares Tr Focused Value Facto Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$47.12 - $54.49 $1,319 - $1,525	28 New	28 $1,000

Others Institutions Holding FOVL

# of Institutions

22

Shares Held

215K

Call Options Held

0

Put Options Held

0

Retirement Capital Strategies

63.9K
Shares

$4.4 Million
1.74% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2K
Shares

$2.84 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

37K
Shares

$2.55 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

21.7K
Shares

$1.49 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

8.5K
Shares

$585,463
0.01% of portfolio

About ISHARES TR FOCUSED VALUE FACTO

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