Atlantic Edge Private Wealth Management, LLC Ishares Tr 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 Tr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,375 shares of IYH stock, worth $145,255. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,375
Previous 2,425 2.06%
Holding current value
$145,255
Previous $148 Million 9.16%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$53.97 - $60.17 $2,698 - $3,008
-50 Reduced 2.06%
2,375 $134 Million
Q1 2024

May 08, 2024
BUY
$60.83 - $309.78 $118,010 - $600,973
1,940 Added 400.0%
2,425 $150 Million
Q4 2023

Feb 08, 2024
BUY
$257.23 - $286.28 $124,756 - $138,845
485 New
485 $139 Million

Others Institutions Holding IYH

# of Institutions
546
Shares Held
24.6M
Call Options Held
4.9K
Put Options Held
200
View Full List

About ISHARES TR

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