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

Atlantic Edge Private Wealth Management, LLC

$389 Billion
Q3 2025

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 4,500 shares of IUSV stock, worth $445,814. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,500

Holding current value

$445,814

% of portfolio

0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$94.17 - $99.95 $423,765 - $449,775	4,500 New	4,500 $450 Million
Q1 2025 Apr 29, 2025	BUY	$90.0 - $96.32 $172,350 - $184,452	1,915 Added 21.54%	10,806 $997 Million
Q4 2024 Jan 29, 2025	SELL	$91.94 - $100.02 $219,736 - $239,047	-2,390 Reduced 21.19%	8,891 $823 Million
Q3 2024 Nov 06, 2024	BUY	$87.56 - $95.49 $306,460 - $334,215	3,500 Added 44.98%	11,281 $1.08 Billion
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

821

Shares Held

183M

Call Options Held

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

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.

Account

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