Atlantic Edge Private Wealth Management, LLC Ishares Russell2000 Val ETF 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 Russell2000 Val ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 148 shares of IWN stock, worth $24,341. This represents 0.01% of its overall portfolio holdings.

Number of Shares
148
Previous 107 38.32%
Holding current value
$24,341
Previous $17 Million 32.65%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$146.03 - $158.93 $5,987 - $6,516
41 Added 38.32%
148 $22.5 Million
Q1 2024

May 08, 2024
SELL
$145.61 - $158.81 $4,222 - $4,605
-29 Reduced 21.32%
107 $17 Million
Q4 2023

Feb 08, 2024
BUY
$125.51 - $158.2 $17,069 - $21,515
136 New
136 $21.1 Million

Others Institutions Holding IWN

# of Institutions
1,014
Shares Held
60.5M
Call Options Held
280K
Put Options Held
140K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, 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 Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email