Atlantic Edge Private Wealth Management, LLC Ishares Russell Mid Cap 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 Mid Cap ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 3,757 shares of IWR stock, worth $365,293. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,757
Previous 4,557 17.56%
Holding current value
$365,293
Previous $388 Million 10.87%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Jul 30, 2025
SELL
$74.88 - $91.97 $59,904 - $73,576
-800 Reduced 17.56%
3,757 $346 Million
Q3 2024

Nov 06, 2024
BUY
$79.92 - $88.19 $77,602 - $85,632
971 Added 27.08%
4,557 $402 Million
Q4 2023

Feb 08, 2024
BUY
$64.84 - $78.27 $232,516 - $280,676
3,586 New
3,586 $279 Million

Others Institutions Holding IWR

# of Institutions
1,611
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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