Atlantic Edge Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $329 Billion
  • Q3 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 14,481 shares of IJR stock, worth $1.79 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
14,481
Previous 16,813 13.87%
Holding current value
$1.79 Million
Previous $1.79 Billion 5.56%
% of portfolio
0.52%
Previous 0.6%

Shares

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

Nov 06, 2024
SELL
$105.53 - $118.34 $246,095 - $275,968
-2,332 Reduced 13.87%
14,481 $1.69 Billion
Q2 2024

Jul 26, 2024
BUY
$102.13 - $110.88 $77,618 - $84,268
760 Added 4.73%
16,813 $1.79 Billion
Q1 2024

May 08, 2024
SELL
$102.35 - $110.52 $23,028 - $24,867
-225 Reduced 1.38%
16,053 $1.77 Billion
Q4 2023

Feb 08, 2024
BUY
$87.61 - $110.11 $1.43 Million - $1.79 Million
16,278 New
16,278 $1.76 Billion

Others Institutions Holding IJR

# of Institutions
2,531
Shares Held
494M
Call Options Held
771K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

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