Atlantic Edge Private Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

$365 Billion
Q2 2025

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 271 shares of IWD stock, worth $54,912. This represents 0.01% of its overall portfolio holdings.

Number of Shares

271

Previous 326 16.87%

Holding current value

$54,912

Previous $61.3 Million 14.19%

% of portfolio

0.01%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$166.82 - $194.23 $9,175 - $10,682	-55 Reduced 16.87%	271 $52.6 Million
Q4 2024 Jan 29, 2025	BUY	$183.23 - $199.79 $49,655 - $54,143	271 Added 492.73%	326 $60.4 Million
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

# of Institutions

1,949

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Atlantic Edge Private Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History