Atlantic Edge Private Wealth Management, LLC Ishares Russell 2000 ETF 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 Russell 2000 ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,200 shares of IWM stock, worth $284,976. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,200

Previous 1,170 2.56%

Holding current value

$284,976

Previous $252 Million 15.0%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$214.92 - $244.84 $6,447 - $7,345	30 Added 2.56%	1,200 $290 Million
Q2 2025 Jul 30, 2025	SELL	$174.82 - $215.79 $61,187 - $75,526	-350 Reduced 23.03%	1,170 $252 Million
Q1 2025 Apr 29, 2025	SELL	$198.1 - $229.79 $7,924 - $9,191	-40 Reduced 2.56%	1,520 $303 Million
Q3 2024 Nov 06, 2024	BUY	$200.87 - $224.6 $7,833 - $8,759	39 Added 2.56%	1,560 $345 Million
Q2 2024 Jul 26, 2024	SELL	$192.84 - $209.44 $27,190 - $29,531	-141 Reduced 8.48%	1,521 $309 Million
Q4 2023 Feb 08, 2024	BUY	$162.21 - $204.82 $269,593 - $340,410	1,662 New	1,662 $334 Million

Others Institutions Holding IWM

# of Institutions

3,026

Shares Held

284M

Call Options Held

229M

Put Options Held

551M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Atlantic Edge Private Wealth Management, LLC Ishares Russell 2000 ETF Transaction History