Atlantic Edge Private Wealth Management, LLC Ishares Tr Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,340 shares of IYJ stock, worth $192,504. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,340
Previous 1,340 -0.0%
Holding current value
$192,504
Previous $191 Million 2.51%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$119.1 - $125.05 $7,741 - $8,128
-65 Reduced 4.63%
1,340 $160 Million
Q1 2024

May 08, 2024
SELL
$111.23 - $125.71 $16,128 - $18,227
-145 Reduced 9.35%
1,405 $177 Million
Q4 2023

Feb 08, 2024
BUY
$95.31 - $114.66 $147,730 - $177,723
1,550 New
1,550 $177 Million

Others Institutions Holding IYJ

# of Institutions
347
Shares Held
8.1M
Call Options Held
9.2K
Put Options Held
2.8K
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email