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

Ae Wealth Management LLC

$10.4 Billion
Q1 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 79 shares of IAI stock, worth $12,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 158 50.0%

Holding current value

$12,209

Previous $22,000 50.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

196

Shares Held

6.7M

Call Options Held

38K

Put Options Held

103K

View Full List

About ISHARES TR US BROKER-DEALERS &

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