Atlantic Edge Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $323 Billion
- Q4 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 21,872 shares of IJR stock, worth $2.56 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
21,872
Previous 14,481
51.04%
Holding current value
$2.56 Million
Previous $1.69 Billion
48.8%
% of portfolio
0.78%
Previous 0.52%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.76 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio