Atlantic Edge Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,242 shares of IJR stock, worth $261,977. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,242
Previous 616 263.96%
Holding current value
$261,977
Previous $67.3 Million 295.73%
% of portfolio
0.07%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$108.46 - $120.63 $176,355 - $196,144
1,626 Added 263.96%
2,242 $266 Million
Q2 2025

Jul 30, 2025
SELL
$90.56 - $109.49 $182,116 - $220,184
-2,011 Reduced 76.55%
616 $67.3 Million
Q1 2025

Apr 29, 2025
SELL
$102.49 - $119.96 $1.97 Million - $2.31 Million
-19,245 Reduced 87.99%
2,627 $275 Million
Q4 2024

Jan 29, 2025
BUY
$113.92 - $127.38 $841,982 - $941,465
7,391 Added 51.04%
21,872 $2.52 Billion
Q3 2024

Nov 06, 2024
SELL
$105.53 - $118.34 $246,095 - $275,968
-2,332 Reduced 13.87%
14,481 $1.69 Billion
Q2 2024

Jul 26, 2024
BUY
$102.13 - $110.88 $77,618 - $84,268
760 Added 4.73%
16,813 $1.79 Billion
Q1 2024

May 08, 2024
SELL
$102.35 - $110.52 $23,028 - $24,867
-225 Reduced 1.38%
16,053 $1.77 Billion
Q4 2023

Feb 08, 2024
BUY
$87.61 - $110.11 $1.43 Million - $1.79 Million
16,278 New
16,278 $1.76 Billion

Others Institutions Holding IJR

# of Institutions
2,880
Shares Held
537M
Call Options Held
490K
Put Options Held
336K
View Full List

About ISHARES CORE S&P SM CAP ETF

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