New Edge Advisors, LLC Ishares Tr Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 442 shares of IEZ stock, worth $9,149. This represents 0.0% of its overall portfolio holdings.

Number of Shares
442
Previous 442 -0.0%
Holding current value
$9,149
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$14.77 - $19.84 $15,907 - $21,367
-1,077 Reduced 70.9%
442 $7,000
Q1 2024

May 14, 2024
SELL
$19.85 - $23.65 $12,227 - $14,568
-616 Reduced 28.85%
1,519 $35,000
Q4 2023

Feb 13, 2024
SELL
$20.39 - $24.27 $4,179 - $4,975
-205 Reduced 8.76%
2,135 $46,000
Q2 2023

Aug 14, 2023
SELL
$17.22 - $20.49 $4,528 - $5,388
-263 Reduced 10.1%
2,340 $47,000
Q4 2022

Feb 14, 2023
BUY
$15.41 - $21.93 $40,112 - $57,083
2,603 New
2,603 $55,000

Others Institutions Holding IEZ

# of Institutions
74
Shares Held
2.56M
Call Options Held
37.6K
Put Options Held
10.4K
View Full List

About ISHARES TR

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