Ae Wealth Management LLC Ishares Tr Edge High Yield Def Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Ae Wealth Management LLC holds 14,909 shares of HYDB stock, worth $698,933. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,909
Previous 6,709 122.22%
Holding current value
$698,933
Previous $315,000 122.86%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$46.82 - $47.8 $383,924 - $391,960
8,200 Added 122.22%
14,909 $702,000
Q4 2024

Feb 13, 2025
BUY
$46.68 - $47.95 $49,900 - $51,258
1,069 Added 18.95%
6,709 $315,000
Q3 2024

Nov 14, 2024
BUY
$46.14 - $48.06 $23,254 - $24,222
504 Added 9.81%
5,640 $271,000
Q2 2024

Aug 12, 2024
SELL
$45.56 - $46.71 $76,449 - $78,379
-1,678 Reduced 24.63%
5,136 $238,000
Q1 2024

May 15, 2024
SELL
$45.81 - $46.79 $700,022 - $714,997
-15,281 Reduced 69.16%
6,814 $318,000
Q4 2023

Feb 14, 2024
BUY
$42.96 - $46.57 $476,340 - $516,368
11,088 Added 100.74%
22,095 $1.02 Million
Q3 2023

Oct 11, 2023
BUY
$43.79 - $45.2 $788 - $813
18 Added 0.16%
11,007 $483,000
Q2 2023

Jul 10, 2023
BUY
$43.85 - $44.7 $745 - $759
17 Added 0.15%
10,989 $491,000
Q1 2023

Apr 14, 2023
BUY
$43.32 - $45.54 $433 - $455
10 Added 0.09%
10,972 $490,000
Q4 2022

Jan 31, 2023
BUY
$42.43 - $44.84 $848 - $896
20 Added 0.18%
10,962 $477,000
Q3 2022

Oct 25, 2022
BUY
$42.53 - $46.67 $552 - $606
13 Added 0.12%
10,942 $466,000
Q2 2022

Aug 03, 2022
SELL
$43.5 - $48.88 $18,574 - $20,871
-427 Reduced 3.76%
10,929 $475,000
Q1 2022

Apr 18, 2022
BUY
$47.41 - $51.36 $538,387 - $583,244
11,356 New
11,356 $553,000

Others Institutions Holding HYDB

# of Institutions
254
Shares Held
28M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE HIGH YIELD DEF

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