Ae Wealth Management LLC Ishares Agency Bond ETF Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,349 shares of AGZ stock, worth $472,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,349
Holding current value
$472,170
% of portfolio
0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$107.68 - $110.37 $468,300 - $479,999
4,349 New
4,349 $469,000
Q2 2021

Jul 21, 2021
SELL
$117.83 - $118.68 $2.69 Million - $2.71 Million
-22,849 Closed
0 $0
Q1 2021

Apr 27, 2021
BUY
$117.69 - $119.61 $2.12 Million - $2.15 Million
17,985 Added 369.76%
22,849 $2.69 Million
Q4 2020

Feb 01, 2021
SELL
$119.34 - $121.14 $2.95 Million - $2.99 Million
-24,699 Reduced 83.55%
4,864 $581,000
Q3 2020

Nov 06, 2020
BUY
$120.69 - $121.83 $2.9 Million - $2.93 Million
24,016 Added 432.95%
29,563 $3.58 Million
Q2 2020

Aug 05, 2020
BUY
$119.96 - $121.18 $158,947 - $160,563
1,325 Added 31.38%
5,547 $672,000
Q1 2020

May 07, 2020
SELL
$115.78 - $121.78 $276,482 - $290,810
-2,388 Reduced 36.13%
4,222 $509,000
Q4 2019

Jan 15, 2020
SELL
$115.39 - $117.04 $68,080 - $69,053
-590 Reduced 8.19%
6,610 $764,000
Q3 2019

Nov 05, 2019
BUY
$115.49 - $116.57 $424,887 - $428,861
3,679 Added 104.49%
7,200 $839,000
Q2 2019

Jul 22, 2019
BUY
N/A
3,521 New
3,521 $406,000

Others Institutions Holding AGZ

# of Institutions
164
Shares Held
5.27M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES AGENCY BOND ETF

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

Track Ae Wealth Management LLC Portfolio

Follow Ae 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email