Atlantic Edge Private Wealth Management, LLC Ishares S&P 500 Growth 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 S&P 500 Growth ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 69,695 shares of IVW stock, worth $8.44 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
69,695
Previous 69,000 1.01%
Holding current value
$8.44 Million
Previous $7.6 Billion 10.75%
% of portfolio
2.16%
Previous 2.08%

Shares

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

Oct 24, 2025
BUY
$108.97 - $121.65 $75,734 - $84,546
695 Added 1.01%
69,695 $8.41 Billion
Q2 2025

Jul 30, 2025
BUY
$82.96 - $110.1 $4.45 Million - $5.9 Million
53,618 Added 348.58%
69,000 $7.6 Billion
Q3 2024

Nov 06, 2024
BUY
$84.77 - $97.13 $8,646 - $9,907
102 Added 0.67%
15,382 $1.47 Billion
Q4 2023

Feb 08, 2024
BUY
$65.78 - $75.4 $1.01 Million - $1.15 Million
15,280 New
15,280 $1.15 Billion

Others Institutions Holding IVW

# of Institutions
2,175
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

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