Atlantic Edge Private Wealth Management, LLC Ishares Core S&P U.S. Value Et 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 Core S&P U.S. Value Et stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 11,281 shares of IUSV stock, worth $1.09 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

11,281

Previous 7,781 44.98%

Holding current value

$1.09 Million

Previous $686 Million 57.09%

% of portfolio

0.33%

Previous 0.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$87.56 - $95.49 $306,460 - $334,215	3,500 Added 44.98%	11,281 $1.08 Billion
Q2 2024 Jul 26, 2024	SELL	$85.39 - $90.42 $164,375 - $174,058	-1,925 Reduced 19.83%	7,781 $686 Million
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

726

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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

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