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

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

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 20,140 shares of XJR stock, worth $830,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,140
Previous 18,262 10.28%
Holding current value
$830,775
Previous $722,000 18.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$39.17 - $43.37 $73,561 - $81,448
1,878 Added 10.28%
20,140 $857,000
Q2 2025

Aug 14, 2025
SELL
$32.75 - $39.55 $35,370 - $42,714
-1,080 Reduced 5.58%
18,262 $722,000
Q1 2025

May 15, 2025
BUY
$36.7 - $42.78 $601,843 - $701,549
16,399 Added 557.22%
19,342 $727,000
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
86
Shares Held
815K
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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