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 1,755 shares of IYM stock, worth $254,159. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,755

Previous 159 1003.77%

Holding current value

$254,159

Previous $22,000 1081.82%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$138.95 - $150.69 $221,764 - $240,501	1,596 Added 1003.77%	1,755 $260,000
Q1 2025 May 15, 2025	SELL	$128.53 - $142.03 $6,683 - $7,385	-52 Reduced 24.64%	159 $21,000
Q3 2024 Nov 14, 2024	SELL	$136.13 - $151.64 $1.93 Million - $2.15 Million	-14,202 Reduced 98.54%	211 $31,000
Q2 2024 Aug 15, 2024	BUY	$140.01 - $149.03 $1.9 Million - $2.02 Million	13,578 Added 1626.11%	14,413 $2.02 Million
Q1 2024 May 14, 2024	SELL	$130.2 - $147.73 $1.3 Million - $1.48 Million	-10,019 Reduced 92.31%	835 $123,000

Q4 2023 Feb 13, 2024	SELL	$119.29 - $139.6 $7,038 - $8,236	-59 Reduced 0.54%	10,854 $1.5 Million
Q3 2023 Nov 14, 2023	SELL	$124.84 - $138.68 $55,054 - $61,157	-441 Reduced 3.88%	10,913 $1.38 Million
Q2 2023 Aug 14, 2023	BUY	$120.69 - $133.93 $6,637 - $7,366	55 Added 0.49%	11,354 $1.51 Million
Q1 2023 May 12, 2023	BUY	$124.32 - $140.43 $1.34 Million - $1.52 Million	10,794 Added 2137.43%	11,299 $1.5 Million
Q4 2022 Feb 14, 2023	SELL	$109.29 - $133.88 $212,350 - $260,128	-1,943 Reduced 79.37%	505 $63,000
Q3 2022 Nov 14, 2022	SELL	$106.58 - $130.61 $286,700 - $351,340	-2,690 Reduced 52.36%	2,448 $265,000
Q2 2022 Aug 09, 2022	BUY	$117.72 - $154.02 $604,845 - $791,354	5,138 New	5,138 $605,000

Others Institutions Holding IYM

# of Institutions

213

Shares Held

2.09M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC Ishares Tr Transaction History