Ae Wealth Management LLC Ishares Tr Us Broker Dealers & Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Ae Wealth Management LLC holds 191 shares of IAI stock, worth $32,512. This represents 0.0% of its overall portfolio holdings.

Number of Shares
191
Previous 79 141.77%
Holding current value
$32,512
Previous $11,000 190.91%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$122.04 - $169.14 $13,668 - $18,943
112 Added 141.77%
191 $32,000
Q1 2025

May 06, 2025
SELL
$134.68 - $159.3 $10,639 - $12,584
-79 Reduced 50.0%
79 $11,000
Q4 2024

Feb 13, 2025
BUY
$127.59 - $153.41 $20,159 - $24,238
158 New
158 $22,000
Q4 2022

Jan 31, 2023
BUY
$85.82 - $103.08 $1.2 Million - $1.44 Million
13,948 New
13,948 $1.34 Million
Q2 2022

Aug 03, 2022
SELL
$81.32 - $99.97 $1.22 Million - $1.5 Million
-15,019 Closed
0 $0
Q1 2022

Apr 18, 2022
SELL
$94.42 - $114.54 $1.11 Million - $1.34 Million
-11,732 Reduced 43.86%
15,019 $1.5 Million
Q4 2021

Jan 20, 2022
BUY
$104.77 - $116.15 $330,444 - $366,337
3,154 Added 13.37%
26,751 $2.95 Million
Q3 2021

Nov 01, 2021
BUY
$97.62 - $110.73 $359,339 - $407,597
3,681 Added 18.48%
23,597 $2.46 Million
Q2 2021

Jul 21, 2021
BUY
$93.65 - $103.34 $681,210 - $751,695
7,274 Added 57.54%
19,916 $2.03 Million
Q1 2021

Apr 27, 2021
BUY
$79.16 - $96.74 $1 Million - $1.22 Million
12,642 New
12,642 $1.17 Million

Others Institutions Holding IAI

# of Institutions
195
Shares Held
6.28M
Call Options Held
25.7K
Put Options Held
127K
View Full List

About ISHARES TR US BROKER-DEALERS &

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