Atlantic Edge Private Wealth Management, LLC Ishares Russell Mid 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 Russell Mid Cap ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 4,557 shares of IWR stock, worth $396,185. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,557
Previous 4,557 -0.0%
Holding current value
$396,185
Previous $402 Million 0.3%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$79.92 - $88.19 $77,602 - $85,632
971 Added 27.08%
4,557 $402 Million
Q4 2023

Feb 08, 2024
BUY
$64.84 - $78.27 $232,516 - $280,676
3,586 New
3,586 $279 Million

Others Institutions Holding IWR

# of Institutions
1,535
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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