New Edge Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,943 shares of XJR stock, worth $110,215. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,943
Previous 2,409 22.17%
Holding current value
$110,215
Previous $100,000 21.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$40.62 - $45.4 $21,691 - $24,243
534 Added 22.17%
2,943 $121,000
Q3 2024

Nov 14, 2024
SELL
$37.45 - $42.19 $337 - $379
-9 Reduced 0.37%
2,409 $100,000
Q2 2024

Aug 15, 2024
BUY
$36.08 - $39.37 $2,886 - $3,149
80 Added 3.42%
2,418 $91,000
Q1 2024

May 14, 2024
BUY
$36.12 - $39.17 $84,448 - $91,579
2,338 New
2,338 $91,000

Others Institutions Holding XJR

# of Institutions
75
Shares Held
712K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

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