New Edge Advisors, LLC ISHARES IBONDS Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	N/A	-7,857 Closed	0 $0
Q2 2020 Jul 29, 2020	SELL	N/A	-582 Reduced 6.9%	7,857 $200,000
Q1 2020 May 04, 2020	SELL	N/A	-173,149 Reduced 95.35%	8,439 $214,000
Q4 2019 Jan 31, 2020	SELL	N/A	-3,721 Reduced 2.01%	181,588 $4.63 Million
Q3 2019 Nov 06, 2019	SELL	N/A	-5,004 Reduced 2.63%	185,309 $4.73 Million
Q2 2019 Aug 05, 2019	BUY	N/A	38,800 Added 25.61%	190,313 $4.86 Million
Q1 2019 May 14, 2019	BUY	N/A	5,491 Added 3.76%	151,513 $3.86 Million
Q1 2019 May 09, 2019	BUY	N/A	74,525 Added 104.24%	146,022 $71,000
Q4 2018 Jan 29, 2019	BUY	N/A	44,122 Added 161.18%	71,497 $1.81 Million
Q3 2018 Oct 29, 2018	BUY	N/A	4,336 Added 18.82%	27,375 $691,000
Q2 2018 Jul 19, 2018	BUY	N/A	13,778 Added 148.77%	23,039 $583,000
Q1 2018 May 11, 2018	BUY	N/A	9,261 New	9,261 $235,000
Q3 2017 Nov 13, 2017	SELL	N/A	-336 Closed	0 $0
Q2 2017 Aug 16, 2017	BUY	N/A	336	336 $0

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.