New Edge Advisors, LLC Ishares Tr Ishares Morningstar Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,353 shares of IYLD stock, worth $50,330. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,353
Previous 2,803 16.05%
Holding current value
$50,330
Previous $58,000 13.79%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$20.48 - $21.33 $9,216 - $9,598
-450 Reduced 16.05%
2,353 $50,000
Q2 2025

Aug 14, 2025
SELL
$19.19 - $20.76 $13,068 - $14,137
-681 Reduced 19.55%
2,803 $58,000
Q1 2025

May 15, 2025
BUY
$19.42 - $20.31 $29,634 - $30,993
1,526 Added 77.94%
3,484 $69,000
Q3 2024

Nov 14, 2024
BUY
$19.72 - $20.73 $13,744 - $14,448
697 Added 55.27%
1,958 $40,000
Q2 2024

Aug 15, 2024
BUY
$19.35 - $20.16 $1,180 - $1,229
61 Added 5.08%
1,261 $25,000
Q4 2023

Feb 13, 2024
SELL
$18.43 - $20.12 $7,372 - $8,048
-400 Reduced 25.0%
1,200 $24,000
Q3 2023

Nov 14, 2023
SELL
$18.96 - $19.68 $6,617 - $6,868
-349 Reduced 17.91%
1,600 $30,000
Q2 2023

Aug 14, 2023
SELL
$18.84 - $19.52 $810 - $839
-43 Reduced 2.16%
1,949 $38,000
Q1 2023

May 12, 2023
SELL
$18.75 - $20.3 $1,856 - $2,009
-99 Reduced 4.73%
1,992 $38,000
Q4 2022

Feb 14, 2023
BUY
$18.04 - $19.73 $37,721 - $41,255
2,091 New
2,091 $39,000

Others Institutions Holding IYLD

# of Institutions
60
Shares Held
1.53M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

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