iShares S&P 500 Value Index shares owned by Atlantic Edge Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Atlantic Edge Private Wealth Management
from 13F filings
Historical chart of Atlantic Edge Private Wealth Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Atlantic Edge Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $916k | 4.6k | 197.17 |
| 2024-06-30 | $816k | 4.5k | 182.01 |
| 2024-03-31 | $838k | 4.5k | 186.81 |
| 2023-12-31 | $780k | 4.5k | 173.89 |
More positions owned by Atlantic Edge Private Wealth Management
View all positions for Atlantic Edge Private Wealth Management