Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 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 133 shares of IEO stock, worth $11,569. This represents 0.0% of its overall portfolio holdings.

Number of Shares

133

Previous 409 67.48%

Holding current value

$11,569

Previous $38,000 71.05%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$74.87 - $95.92 $20,664 - $26,473	-276 Reduced 67.48%	133 $11,000
Q1 2025 May 06, 2025	BUY	$86.02 - $99.13 $602 - $693	7 Added 1.74%	409 $38,000
Q4 2024 Feb 13, 2025	BUY	$85.22 - $101.77 $34,258 - $40,911	402 New	402 $36,000
Q4 2023 Feb 14, 2024	SELL	$89.35 - $102.39 $1.94 Million - $2.22 Million	-21,715 Reduced 82.82%	4,503 $419,000
Q3 2023 Oct 11, 2023	SELL	$82.81 - $101.54 $15,816 - $19,394	-191 Reduced 0.72%	26,218 $2.56 Million
Q2 2023 Jul 10, 2023	SELL	$78.88 - $90.31 $706,764 - $809,177	-8,960 Reduced 25.33%	26,409 $2.24 Million
Q1 2023 Apr 14, 2023	SELL	$79.25 - $98.78 $3.26 Million - $4.06 Million	-41,152 Reduced 53.78%	35,369 $3.04 Million
Q4 2022 Jan 31, 2023	BUY	$88.39 - $105.94 $3.67 Million - $4.39 Million	41,468 Added 118.3%	76,521 $7.11 Million
Q3 2022 Oct 25, 2022	BUY	$72.71 - $96.38 $332,648 - $440,938	4,575 Added 15.01%	35,053 $2.92 Million
Q2 2022 Aug 03, 2022	SELL	$76.86 - $105.4 $311,359 - $426,975	-4,051 Reduced 11.73%	30,478 $2.37 Million
Q1 2022 Apr 18, 2022	SELL	$63.08 - $87.03 $1.41 Million - $1.95 Million	-22,382 Reduced 39.33%	34,529 $2.91 Million
Q4 2021 Jan 20, 2022	BUY	$57.79 - $66.64 $214,978 - $247,900	3,720 Added 6.99%	56,911 $3.49 Million
Q3 2021 Nov 01, 2021	BUY	$46.6 - $58.66 $489,439 - $616,105	10,503 Added 24.6%	53,191 $3.09 Million
Q2 2021 Jul 21, 2021	BUY	$45.91 - $58.84 $664,547 - $851,709	14,475 Added 51.31%	42,688 $2.45 Million
Q1 2021 Apr 27, 2021	BUY	$35.91 - $53.46 $1.01 Million - $1.51 Million	28,213 New	28,213 $1.37 Million

Others Institutions Holding IEO

# of Institutions

169

Shares Held

2.35M

Call Options Held

37.3K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IEO
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Ae Wealth Management LLC Ishares Tr Transaction History