Atlantic Edge Private Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $329 Billion
  • Q3 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 7,330 shares of IJJ stock, worth $961,549. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,330
Previous 7,260 0.96%
Holding current value
$961,549
Previous $824 Million 10.01%
% of portfolio
0.28%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$111.9 - $124.28 $7,833 - $8,699
70 Added 0.96%
7,330 $906 Million
Q2 2024

Jul 26, 2024
SELL
$109.44 - $118.4 $8,755 - $9,472
-80 Reduced 1.09%
7,260 $824 Million
Q1 2024

May 08, 2024
SELL
$109.27 - $118.29 $23,820 - $25,787
-218 Reduced 2.88%
7,340 $868 Million
Q4 2023

Feb 08, 2024
BUY
$93.05 - $115.17 $703,271 - $870,454
7,558 New
7,558 $862 Million

Others Institutions Holding IJJ

# of Institutions
807
Shares Held
41.2M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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