Atlantic Edge Private Wealth Management, LLC Ishares Tr Transaction History

Atlantic Edge Private Wealth Management, LLC

$327 Billion
Q1 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 274,398 shares of IEFA stock, worth $23.3 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares

274,398

Previous 249,806 9.84%

Holding current value

$23.3 Million

Previous $17.6 Billion 18.24%

% of portfolio

6.34%

Previous 5.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$69.57 - $78.65 $1.71 Million - $1.93 Million	24,592 Added 9.84%	274,398 $20.8 Billion
Q4 2024 Jan 29, 2025	SELL	$70.06 - $77.43 $491,681 - $543,403	-7,018 Reduced 2.73%	249,806 $17.6 Billion
Q3 2024 Nov 06, 2024	BUY	$70.09 - $78.74 $1.14 Million - $1.28 Million	16,239 Added 6.75%	256,824 $20 Billion
Q2 2024 Jul 26, 2024	BUY	$70.77 - $76.19 $1.91 Million - $2.06 Million	27,053 Added 12.67%	240,585 $17.5 Billion
Q1 2024 May 08, 2024	BUY	$68.14 - $74.43 $1.49 Million - $1.63 Million	21,927 Added 11.44%	213,532 $15.8 Billion
Q4 2023 Feb 08, 2024	BUY	$61.3 - $70.47 $11.7 Million - $13.5 Million	191,605 New	191,605 $13.5 Billion

Others Institutions Holding IEFA

# of Institutions

2,303

Shares Held

1.55B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
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Industry ETFs

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Atlantic Edge Private Wealth Management, LLC Ishares Tr Transaction History