Ae Wealth Management LLC Ishares Expanded Tech Sector E Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Ae Wealth Management LLC holds 641 shares of IGM stock, worth $74,426. This represents 0.0% of its overall portfolio holdings.

Number of Shares

641

Previous 641 -0.0%

Holding current value

$74,426

Previous $65,000 10.77%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$94.19 - $106.95 $60,375 - $68,554	641 New	641 $65,000
Q4 2023 Feb 14, 2024	SELL	$365.86 - $450.72 $4.32 Million - $5.32 Million	-11,801 Reduced 33.32%	23,612 $10.6 Million
Q3 2023 Oct 11, 2023	BUY	$376.08 - $412.97 $248,212 - $272,560	660 Added 1.9%	35,413 $13.5 Million
Q2 2023 Jul 10, 2023	BUY	$325.63 - $395.58 $11,722 - $14,240	36 Added 0.1%	34,753 $13.7 Million
Q1 2023 Apr 14, 2023	SELL	$275.98 - $339.32 $271,288 - $333,551	-983 Reduced 2.75%	34,717 $11.8 Million
Q4 2022 Jan 31, 2023	BUY	$44.41 - $306.86 $53,958 - $372,834	1,215 Added 3.52%	35,700 $10 Million
Q3 2022 Oct 25, 2022	BUY	$46.07 - $58.66 $276,834 - $352,487	6,009 Added 21.1%	34,485 $9.53 Million
Q2 2022 Aug 03, 2022	SELL	$47.75 - $66.17 $85,472 - $118,444	-1,790 Reduced 5.91%	28,476 $8.38 Million
Q1 2022 Apr 18, 2022	BUY	$57.01 - $73.7 $1.26 Million - $1.63 Million	22,109 Added 271.04%	30,266 $11.8 Million
Q4 2021 Jan 20, 2022	BUY	$66.29 - $75.08 $52,700 - $59,688	795 Added 10.8%	8,157 $3.58 Million
Q3 2021 Nov 01, 2021	BUY	$66.83 - $71.86 $142,147 - $152,846	2,127 Added 40.63%	7,362 $2.97 Million
Q2 2021 Jul 21, 2021	BUY	$59.44 - $67.61 $49,156 - $55,913	827 Added 18.76%	5,235 $2.12 Million
Q1 2021 Apr 27, 2021	SELL	$56.89 - $63.23 $52,111 - $57,918	-916 Reduced 17.21%	4,408 $1.59 Million
Q4 2020 Feb 01, 2021	BUY	$50.13 - $58.36 $38,650 - $44,995	771 Added 16.93%	5,324 $1.86 Million
Q3 2020 Nov 06, 2020	SELL	$47.19 - $56.32 $12,222 - $14,586	-259 Reduced 5.38%	4,553 $1.41 Million
Q2 2020 Aug 05, 2020	BUY	$33.65 - $46.92 $161,923 - $225,779	4,812 New	4,812 $1.34 Million
Q1 2020 May 07, 2020	SELL	$31.48 - $45.08 $28,457 - $40,752	-904 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$35.22 - $40.66 $31,838 - $36,756	904 New	904 $219,000
Q1 2019 May 14, 2019	SELL	N/A	-1,307 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	305 Added 30.44%	1,307 $224,000
Q3 2018 Nov 14, 2018	BUY	N/A	1,002 New	1,002 $210,000

Others Institutions Holding IGM

# of Institutions

492

Shares Held

28.3M

Call Options Held

49.7K

Put Options Held

15.7K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Ishares Expanded Tech Sector E Transaction History