Atlantic Edge Private Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

$327 Billion
Q1 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 98 shares of IWN stock, worth $14,190. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 148 33.78%

Holding current value

$14,190

Previous $24.3 Million 39.1%

% of portfolio

0.0%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,123

Shares Held

60.2M

Call Options Held

260K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Atlantic Edge Private Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History