Atlantic Edge Private Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

$365 Billion
Q2 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 22,265 shares of IVV stock, worth $14.3 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares

22,265

Previous 16,488 35.04%

Holding current value

$14.3 Million

Previous $9.26 Billion 49.21%

% of portfolio

3.79%

Previous 2.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$498.8 - $620.9 $2.88 Million - $3.59 Million	5,777 Added 35.04%	22,265 $13.8 Billion
Q1 2025 Apr 29, 2025	BUY	$554.06 - $615.85 $313,597 - $348,571	566 Added 3.55%	16,488 $9.26 Billion
Q4 2024 Jan 29, 2025	BUY	$570.51 - $610.59 $579,638 - $620,359	1,016 Added 6.82%	15,922 $9.37 Billion
Q3 2024 Nov 06, 2024	BUY	$520.18 - $576.82 $118,601 - $131,514	228 Added 1.55%	14,906 $8.6 Billion
Q2 2024 Jul 26, 2024	SELL	$497.53 - $549.64 $84,580 - $93,438	-170 Reduced 1.14%	14,678 $8.03 Billion
Q1 2024 May 08, 2024	BUY	$469.56 - $525.73 $156,363 - $175,068	333 Added 2.29%	14,848 $7.81 Billion
Q4 2023 Feb 08, 2024	BUY	$412.55 - $479.0 $5.99 Million - $6.95 Million	14,515 New	14,515 $6.93 Billion

Others Institutions Holding IVV

# of Institutions

3,982

Shares Held

800M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Atlantic Edge Private Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History