Ae Wealth Management LLC Ishares Gnma Bond ETF Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$40.5 - $44.38 $295,002 - $323,263	7,284 Added 46.65%	22,897 $1.01 Million
Q3 2023 Oct 11, 2023	SELL	$41.72 - $43.98 $42,596 - $44,903	-1,021 Reduced 6.14%	15,613 $652,000
Q2 2023 Jul 10, 2023	SELL	$43.47 - $44.88 $30,776 - $31,775	-708 Reduced 4.08%	16,634 $729,000
Q1 2023 Apr 14, 2023	SELL	$43.03 - $45.24 $321,477 - $337,988	-7,471 Reduced 30.11%	17,342 $771,000
Q4 2022 Jan 31, 2023	SELL	$41.72 - $44.71 $462,341 - $495,476	-11,082 Reduced 30.87%	24,813 $1.08 Million
Q3 2022 Oct 25, 2022	BUY	$42.35 - $47.07 $5,378 - $5,977	127 Added 0.36%	35,895 $1.54 Million
Q2 2022 Aug 03, 2022	BUY	$44.3 - $47.49 $592,601 - $635,273	13,377 Added 59.74%	35,768 $1.63 Million
Q1 2022 Apr 18, 2022	BUY	$47.09 - $49.58 $1.05 Million - $1.11 Million	22,391 New	22,391 $1.07 Million

Others Institutions Holding GNMA

# of Institutions

123

Shares Held

5.85M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

794K
Shares

$34.2 Million
0.0% of portfolio
Fort Pitt Capital Group, LLC

791K
Shares

$34 Million
1.0% of portfolio
Northland Capital Management LLC

434K
Shares

$18.7 Million
13.62% of portfolio
Prosperity Planning, Inc.

226K
Shares

$9.7 Million
3.27% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

226K
Shares

$9.7 Million
0.12% of portfolio

About ISHARES GNMA BOND ETF

Ticker GNMA
Sector ETFs
Industry ETFs

More about GNMA

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