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 53 shares of IEZ stock, worth $946. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 169 68.64%
Holding current value
$946
Previous $3,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$14.77 - $19.84 $1,713 - $2,301
-116 Reduced 68.64%
53 $0
Q1 2025

May 06, 2025
SELL
$18.42 - $22.2 $92 - $111
-5 Reduced 2.87%
169 $3,000
Q4 2024

Feb 13, 2025
BUY
$18.93 - $22.09 $3,293 - $3,843
174 New
174 $3,000
Q2 2021

Jul 21, 2021
SELL
$12.23 - $17.07 $1.12 Million - $1.57 Million
-91,803 Closed
0 $0
Q1 2021

Apr 27, 2021
BUY
$11.38 - $15.9 $1.04 Million - $1.46 Million
91,803 New
91,803 $1.23 Million
Q3 2020

Nov 06, 2020
SELL
$7.21 - $10.21 $826,467 - $1.17 Million
-114,628 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
$5.54 - $11.92 $635,039 - $1.37 Million
114,628 New
114,628 $987,000

Others Institutions Holding IEZ

# of Institutions
75
Shares Held
2.91M
Call Options Held
49.1K
Put Options Held
10.4K
View Full List

About ISHARES TR

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