Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 217 shares of IAK stock, worth $29,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares
217
Previous 1,147 81.08%
Holding current value
$29,570
Previous $145,000 80.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 06, 2025
SELL
$121.85 - $137.9 $113,320 - $128,247
-930 Reduced 81.08%
217 $29,000
Q4 2024

Feb 13, 2025
BUY
$123.78 - $138.16 $141,975 - $158,469
1,147 New
1,147 $145,000
Q1 2024

May 15, 2024
BUY
$101.06 - $117.39 $211,720 - $245,932
2,095 New
2,095 $245,000
Q3 2023

Oct 11, 2023
BUY
$86.28 - $94.91 $65,227 - $71,751
756 Added 3.77%
20,820 $1.91 Million
Q2 2023

Jul 10, 2023
BUY
$82.47 - $88.6 $1.65 Million - $1.78 Million
20,064 New
20,064 $1.76 Million
Q4 2022

Jan 31, 2023
BUY
$81.32 - $94.36 $488,245 - $566,537
6,004 Added 53.14%
17,303 $1.58 Million
Q3 2022

Oct 25, 2022
BUY
$78.22 - $88.93 $883,807 - $1 Million
11,299 New
11,299 $894,000

Others Institutions Holding IAK

# of Institutions
180
Shares Held
3.84M
Call Options Held
2.2K
Put Options Held
2K
View Full List

About ISHARES TR

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