Atlantic Edge Private Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 271 shares of IWD stock, worth $55,498. This represents 0.01% of its overall portfolio holdings.

Number of Shares
271
Previous 271 -0.0%
Holding current value
$55,498
Previous $52.6 Million 4.82%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$166.82 - $194.23 $9,175 - $10,682
-55 Reduced 16.87%
271 $52.6 Million
Q4 2024

Jan 29, 2025
BUY
$183.23 - $199.79 $49,655 - $54,143
271 Added 492.73%
326 $60.4 Million
Q2 2024

Jul 26, 2024
SELL
$169.4 - $179.05 $12,366 - $13,070
-73 Reduced 57.03%
55 $9.6 Million
Q4 2023

Feb 08, 2024
BUY
$143.69 - $165.7 $18,392 - $21,209
128 New
128 $21.2 Million

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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