Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 169 shares of GBF stock, worth $17,577. This represents 0.0% of its overall portfolio holdings.

Number of Shares
169
Holding current value
$17,577
% of portfolio
0.0%

Shares

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

Feb 13, 2025
BUY
$101.93 - $106.84 $17,226 - $18,055
169 New
169 $17,000
Q4 2023

Feb 14, 2024
SELL
$97.69 - $105.72 $627,658 - $679,251
-6,425 Reduced 72.52%
2,435 $256,000
Q3 2023

Oct 11, 2023
SELL
$99.86 - $104.45 $22,368 - $23,396
-224 Reduced 2.47%
8,860 $886,000
Q2 2023

Jul 10, 2023
BUY
$103.38 - $106.64 $11,061 - $11,410
107 Added 1.19%
9,084 $944,000
Q1 2023

Apr 14, 2023
BUY
$102.12 - $106.7 $916,731 - $957,845
8,977 New
8,977 $949,000
Q2 2022

Aug 03, 2022
BUY
$104.95 - $113.57 $374,566 - $405,331
3,569 New
3,569 $384,000

Others Institutions Holding GBF

# of Institutions
84
Shares Held
1.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

GBF Quotes by TradingView
  • Ticker GBF
  • Sector ETFs
  • Industry ETFs
More about GBF
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