A detailed history of New Edge Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 166,588 shares of IJH stock, worth $10.3 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
166,588
Previous 143,939 15.74%
Holding current value
$10.3 Million
Previous $8.97 Million 15.72%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Feb 04, 2025

BUY
$61.68 - $67.87 $1.4 Million - $1.54 Million
22,649 Added 15.74%
166,588 $10.4 Million
Q3 2024

Nov 12, 2024

BUY
$57.32 - $62.65 $4.93 Million - $5.38 Million
85,935 Added 148.15%
143,939 $8.97 Million
Q2 2024

Aug 01, 2024

SELL
$56.43 - $60.79 $51,182 - $55,136
-907 Reduced 1.54%
58,004 $3.39 Million
Q1 2024

May 06, 2024

BUY
$56.98 - $284.98 $2.81 Million - $14 Million
49,295 Added 512.64%
58,911 $3.58 Million
Q4 2023

Jan 29, 2024

BUY
$232.04 - $279.85 $969,695 - $1.17 Million
4,179 Added 76.86%
9,616 $2.67 Million
Q3 2023

Nov 08, 2023

BUY
$246.15 - $272.4 $5,661 - $6,265
23 Added 0.42%
5,437 $1.36 Million
Q2 2023

Aug 09, 2023

SELL
$240.22 - $261.48 $117,707 - $128,125
-490 Reduced 8.3%
5,414 $1.42 Million
Q1 2023

May 08, 2023

SELL
$237.25 - $271.72 $140,926 - $161,401
-594 Reduced 9.14%
5,904 $1.48 Million
Q4 2022

Feb 14, 2023

BUY
$44.74 - $257.0 $57,848 - $332,301
1,293 Added 24.84%
6,498 $1.57 Million
Q3 2022

Nov 14, 2022

BUY
$43.85 - $263.28 $183,556 - $1.1 Million
4,186 Added 410.79%
5,205 $1.14 Million
Q2 2022

Aug 09, 2022

BUY
$219.07 - $270.08 $223,232 - $275,211
1,019 New
1,019 $231,000

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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