Ae Wealth Management LLC Ishares Tr Ishares Core Msci E Transaction History

Ae Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$39.22 - $49.15 $186,530 - $233,757	4,756 New	4,756 $225,000
Q2 2022 Aug 03, 2022	BUY	$44.4 - $54.03 $223,864 - $272,419	5,042 New	5,042 $227,000
Q2 2020 Aug 05, 2020	SELL	$35.33 - $45.65 $323,905 - $418,519	-9,168 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$31.74 - $50.24 $285 - $452	-9 Reduced 0.1%	9,168 $340,000
Q4 2019 Jan 15, 2020	BUY	$44.15 - $49.95 $18,366 - $20,779	416 Added 4.75%	9,177 $458,000
Q3 2019 Nov 05, 2019	BUY	$45.36 - $46.3 $397,398 - $405,634	8,761 New	8,761 $401,000

325

52.5M

500

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