Atlantic Edge Private Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $291 Billion
  • Q1 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 9,706 shares of IUSV stock, worth $852,769. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,706
Previous 9,461 2.59%
Holding current value
$852,769
Previous $798 Million 10.02%
% of portfolio
0.3%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$82.87 - $90.44 $20,303 - $22,157
245 Added 2.59%
9,706 $878 Million
Q4 2023

Feb 08, 2024
BUY
$71.48 - $84.61 $676,272 - $800,495
9,461 New
9,461 $798 Million

Others Institutions Holding IUSV

# of Institutions
669
Shares Held
148M
Call Options Held
7.1K
Put Options Held
5.95K
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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