iShares S&P 500 Index shares owned by Atlantic Edge Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) 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 Index
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Quarterly reported holdings in iShares S&P 500 Index by Atlantic Edge Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 23k | 669.30 |
| 2025-06-30 | $14M | 22k | 620.89 |
| 2025-03-31 | $9.3M | 17k | 561.91 |
| 2024-12-31 | $9.4M | 16k | 588.70 |
| 2024-09-30 | $8.6M | 15k | 576.81 |
| 2024-06-30 | $8.0M | 15k | 547.23 |
| 2024-03-31 | $7.8M | 15k | 525.73 |
| 2023-12-31 | $6.9M | 15k | 477.63 |
More positions owned by Atlantic Edge Private Wealth Management
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