Atlantic Edge Private Wealth Management, LLC Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,170 shares of IWM stock, worth $258,055. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,170
Previous 1,520 23.03%
Holding current value
$258,055
Previous $303 Million 16.74%
% of portfolio
0.07%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$174.82 - $215.79 $61,187 - $75,526
-350 Reduced 23.03%
1,170 $252 Million
Q1 2025

Apr 29, 2025
SELL
$198.1 - $229.79 $7,924 - $9,191
-40 Reduced 2.56%
1,520 $303 Million
Q3 2024

Nov 06, 2024
BUY
$200.87 - $224.6 $7,833 - $8,759
39 Added 2.56%
1,560 $345 Million
Q2 2024

Jul 26, 2024
SELL
$192.84 - $209.44 $27,190 - $29,531
-141 Reduced 8.48%
1,521 $309 Million
Q4 2023

Feb 08, 2024
BUY
$162.21 - $204.82 $269,593 - $340,410
1,662 New
1,662 $334 Million

Others Institutions Holding IWM

# of Institutions
2,908
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
View Full List

About ISHARES RUSSELL 2000 ETF

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