Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 174 shares of IEZ stock, worth $3,426. This represents 0.0% of its overall portfolio holdings.

Number of Shares

174

Holding current value

$3,426

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

4.21M

Call Options Held

12.9K

Put Options Held

15.6K

Morgan Stanley New York, NY

1.16M
Shares

$22.9 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

382K
Shares

$7.52 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

273K
Shares

$5.37 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

217K
Shares

$4.27 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

190K
Shares

$3.73 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

More about IEZ

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