A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 55 shares of IWD stock, worth $10,239. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55
Previous 128 57.03%
Holding current value
$10,239
Previous $22.9 Million 58.15%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
$169.4 - $179.05 $12,366 - $13,070
-73 Reduced 57.03%
55 $9.6 Million
Q4 2023

Feb 08, 2024

BUY
$143.69 - $165.7 $18,392 - $21,209
128 New
128 $21.2 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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.