Atlantic Edge Private Wealth Management, LLC IJR Holdings History
Atlantic Edge Private Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 2,627.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $274,710.00. This investment constitutes 0.08% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 2 purchases of IJR, at an average price of $103.72, for a total of 24,429.00 shares. In addition, there have been 3 sales at an average price of $112.79 for 21,802.00 shares. Based on historical transaction data and IJR's current price of $112.54, Atlantic Edge Private Wealth Management, LLC's estimated gain on his IJR holdings is $220,888.93, reflecting a 8.72% gain to date.
Atlantic Edge Private Wealth Management, LLC IJR ($112.54) Holding Chart
Atlantic Edge Private Wealth Management, LLC IJR ($112.54) 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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