Atlantic Edge Private Wealth Management, LLC IJH Holdings History
Atlantic Edge Private Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 347,372.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $20.27 Mil. This investment constitutes 6.19% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 5 purchases of IJH, at an average price of $53.61, for a total of 347,372.00 shares. Based on historical transaction data and IJH's current price of $63.80, Atlantic Edge Private Wealth Management, LLC's estimated gain on his IJH holdings is $3.54 Mil, reflecting a 19.01% gain to date.
Atlantic Edge Private Wealth Management, LLC IJH ($63.80) Holding Chart
Atlantic Edge Private Wealth Management, LLC IJH ($63.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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