Atlantic Edge Private Wealth Management, LLC Ishares S&P Midcap 400 Value E 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 S&P Midcap 400 Value E stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 7,295 shares of IJJ stock, worth $822,073. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,295

Previous 7,330 0.48%

Holding current value

$822,073

Previous $916 Million 4.64%

% of portfolio

0.27%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$117.4 - $131.02 $4,109 - $4,585	-35 Reduced 0.48%	7,295 $873 Million
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

898

Shares Held

43.3M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

Track This Portfolio

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.

Account

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