New Edge Wealth, LLC Ishares Barclays 0 5 Year Tips Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$98.69 - $99.57 $51,910 - $52,373	526 Added 3.89%	14,054 $1.4 Million
Q1 2024 May 06, 2024	BUY	$98.36 - $99.47 $805,371 - $814,460	8,188 Added 153.33%	13,528 $1.35 Million
Q4 2023 Jan 29, 2024	BUY	$96.33 - $98.68 $177,247 - $181,571	1,840 Added 52.57%	5,340 $526,000
Q3 2023 Nov 08, 2023	SELL	$96.73 - $97.56 $81,253 - $81,950	-840 Reduced 19.35%	3,500 $339,000
Q2 2023 Aug 09, 2023	SELL	$97.43 - $99.5 $33,126 - $33,830	-340 Reduced 7.26%	4,340 $423,000
Q1 2023 May 08, 2023	BUY	$96.86 - $99.23 $122,624 - $125,625	1,266 Added 37.08%	4,680 $464,000
Q4 2022 Feb 14, 2023	SELL	$96.57 - $98.11 $79,477 - $80,744	-823 Reduced 19.42%	3,414 $331,000
Q3 2022 Nov 14, 2022	BUY	$96.11 - $102.85 $13,647 - $14,604	142 Added 3.47%	4,237 $407,000
Q2 2022 Aug 09, 2022	BUY	$101.26 - $104.65 $414,659 - $428,541	4,095 New	4,095 $415,000

Others Institutions Holding STIP

# of Institutions

621

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

0

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