New Edge Wealth, LLC Ishares Tr Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Wealth, LLC holds 99,007 shares of IDV stock, worth $3.78 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

99,007

Previous 98,838 0.17%

Holding current value

$3.78 Million

Previous $3.41 Million 6.1%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$34.54 - $37.28 $5,837 - $6,300	169 Added 0.17%	99,007 $3.62 Million
Q2 2025 Aug 11, 2025	BUY	$27.79 - $34.84 $88,872 - $111,418	3,198 Added 3.34%	98,838 $3.41 Million
Q1 2025 May 09, 2025	SELL	$27.0 - $31.7 $93,528 - $109,808	-3,464 Reduced 3.5%	95,640 $2.97 Million
Q4 2024 Feb 04, 2025	BUY	$27.03 - $29.92 $70,278 - $77,792	2,600 Added 2.69%	99,104 $2.71 Million
Q3 2024 Nov 12, 2024	BUY	$27.62 - $30.64 $201,957 - $224,039	7,312 Added 8.2%	96,504 $2.92 Million

Q2 2024 Aug 01, 2024	BUY	$26.94 - $30.1 $517,517 - $578,221	19,210 Added 27.45%	89,192 $2.47 Million
Q1 2024 May 06, 2024	SELL	$26.95 - $28.13 $18,487 - $19,297	-686 Reduced 0.97%	69,982 $1.96 Million
Q4 2023 Jan 29, 2024	BUY	$24.46 - $28.13 $1.73 Million - $1.99 Million	70,668 New	70,668 $1.98 Million
Q2 2023 Aug 09, 2023	BUY	$25.86 - $28.52 $14,869 - $16,399	575 Added 1.44%	40,412 $1.06 Million
Q1 2023 May 08, 2023	BUY	$26.54 - $29.5 $130,019 - $144,520	4,899 Added 14.02%	39,837 $1.1 Million
Q4 2022 Feb 14, 2023	BUY	$22.26 - $27.56 $777,719 - $962,891	34,938 New	34,938 $948,000

Others Institutions Holding IDV

# of Institutions

582

Shares Held

91.5M

Call Options Held

13.5K

Put Options Held

138K

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About ISHARES TR

Ticker IDV
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New Edge Wealth, LLC Ishares Tr Transaction History