A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 70,902 shares of IBTE stock, worth $1.69 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
70,902
Previous 73,806 3.93%
Holding current value
$1.69 Million
Previous $1.77 Million 3.84%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$23.88 - $24.01 $69,347 - $69,725
-2,904 Reduced 3.93%
70,902 $1.7 Million
Q2 2024

Aug 12, 2024

SELL
$23.85 - $23.98 $2.31 Million - $2.32 Million
-96,926 Reduced 56.77%
73,806 $1.77 Million
Q1 2024

May 15, 2024

SELL
$23.85 - $23.95 $5.19 Million - $5.21 Million
-217,587 Reduced 56.03%
170,732 $4.09 Million
Q4 2023

Feb 14, 2024

BUY
$23.75 - $23.91 $1.62 Million - $1.63 Million
68,156 Added 21.29%
388,319 $9.27 Million
Q3 2023

Oct 11, 2023

BUY
$23.72 - $23.85 $1.89 Million - $1.9 Million
79,583 Added 33.08%
320,163 $7.63 Million
Q2 2023

Jul 10, 2023

SELL
$23.77 - $24.01 $1.65 Million - $1.67 Million
-69,371 Reduced 22.38%
240,580 $5.73 Million
Q1 2023

Apr 14, 2023

BUY
$23.67 - $24.08 $6.52 Million - $6.63 Million
275,412 Added 797.39%
309,951 $7.44 Million
Q4 2022

Jan 31, 2023

BUY
$23.73 - $23.95 $819,610 - $827,209
34,539 New
34,539 $823,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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.