Atlantic Edge Private Wealth Management, LLC Ishares Core S&P Mid Cap 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 Mid Cap ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 279,893 shares of IJH stock, worth $17.8 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares
279,893
Previous 347,372 19.43%
Holding current value
$17.8 Million
Previous $20.3 Billion 14.36%
% of portfolio
4.76%
Previous 6.19%

Shares

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

Jul 30, 2025
SELL
$51.16 - $62.02 $3.45 Million - $4.19 Million
-67,479 Reduced 19.43%
279,893 $17.4 Billion
Q1 2025

Apr 29, 2025
BUY
$57.21 - $65.8 $1.55 Million - $1.79 Million
27,178 Added 8.49%
347,372 $20.3 Billion
Q4 2024

Jan 29, 2025
BUY
$61.68 - $67.87 $1.23 Million - $1.35 Million
19,953 Added 6.65%
320,194 $20 Billion
Q3 2024

Nov 06, 2024
BUY
$57.32 - $62.65 $1.17 Million - $1.28 Million
20,453 Added 7.31%
300,241 $18.7 Billion
Q2 2024

Jul 26, 2024
BUY
$56.43 - $60.79 $855,365 - $921,454
15,158 Added 5.73%
279,788 $16.4 Billion
Q1 2024

May 08, 2024
BUY
$56.98 - $284.98 $12.3 Million - $61.4 Million
215,384 Added 437.36%
264,630 $16.1 Billion
Q4 2023

Feb 08, 2024
BUY
$232.04 - $279.85 $11.4 Million - $13.8 Million
49,246 New
49,246 $13.6 Billion

Others Institutions Holding IJH

# of Institutions
2,691
Shares Held
1.16B
Call Options Held
634K
Put Options Held
150K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email