Atlantic Edge Private Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Atlantic Edge Private Wealth Management, LLC

$299 Billion
Q2 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 7,781 shares of IUSV stock, worth $739,817. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,781

Previous 9,706 19.83%

Holding current value

$739,817

Previous $878 Million 21.88%

% of portfolio

0.23%

Previous 0.3%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$85.39 - $90.42 $164,375 - $174,058	-1,925 Reduced 19.83%	7,781 $686 Million
Q1 2024 May 08, 2024	BUY	$82.87 - $90.44 $20,303 - $22,157	245 Added 2.59%	9,706 $878 Million
Q4 2023 Feb 08, 2024	BUY	$71.48 - $84.61 $676,272 - $800,495	9,461 New	9,461 $798 Million

Others Institutions Holding IUSV

# of Institutions

704

Shares Held

158M

Call Options Held

2.8K

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Atlantic Edge Private Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History