Atlantic Edge Private Wealth Management, LLC Ishares Russell2000 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 Russell2000 Val ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 42 shares of IWN stock, worth $7,536. This represents 0.0% of its overall portfolio holdings.

Number of Shares
42
Previous 98 57.14%
Holding current value
$7,536
Previous $14.8 Million 55.22%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 30, 2025
SELL
$131.84 - $157.76 $7,383 - $8,834
-56 Reduced 57.14%
42 $6.63 Million
Q1 2025

Apr 29, 2025
SELL
$149.27 - $169.4 $7,463 - $8,470
-50 Reduced 33.78%
98 $14.8 Million
Q2 2024

Jul 26, 2024
BUY
$146.03 - $158.93 $5,987 - $6,516
41 Added 38.32%
148 $22.5 Million
Q1 2024

May 08, 2024
SELL
$145.61 - $158.81 $4,222 - $4,605
-29 Reduced 21.32%
107 $17 Million
Q4 2023

Feb 08, 2024
BUY
$125.51 - $158.2 $17,069 - $21,515
136 New
136 $21.1 Million

Others Institutions Holding IWN

# of Institutions
1,093
Shares Held
56.5M
Call Options Held
337K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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