A detailed history of Ae Wealth Management LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 17,977 shares of ILCG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,977
Previous 81,564 77.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
N/A
-63,587 Reduced 77.96%
17,977 $0
Q2 2024

Aug 12, 2024

BUY
N/A
81,564 New
81,564 $0
Q4 2023

Feb 14, 2024

BUY
N/A
846 Added 22.44%
4,616 $0
Q3 2023

Oct 11, 2023

SELL
N/A
-144,427 Reduced 97.46%
3,770 $0
Q2 2023

Jul 10, 2023

BUY
N/A
71,485 Added 93.19%
148,197 $0
Q1 2023

Apr 14, 2023

BUY
N/A
76,712 New
76,712 $0
Q2 2022

Aug 03, 2022

SELL
N/A
-110,243 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
N/A
106,882 Added 3180.07%
110,243 $7.17 Million
Q4 2021

Jan 20, 2022

SELL
N/A
-123,539 Reduced 97.35%
3,361 $241,000
Q3 2021

Nov 01, 2021

SELL
N/A
-4,520 Reduced 3.44%
126,900 $8.32 Million
Q2 2021

Jul 21, 2021

BUY
N/A
130,306 Added 11697.13%
131,420 $8.51 Million
Q1 2021

Apr 27, 2021

SELL
N/A
-54,016 Reduced 97.98%
1,114 $321,000
Q4 2020

Feb 01, 2021

BUY
N/A
52,592 Added 2072.18%
55,130 $16 Million
Q3 2020

Nov 06, 2020

SELL
N/A
-98,168 Reduced 97.48%
2,538 $679,000
Q2 2020

Aug 05, 2020

BUY
N/A
99,505 Added 8285.18%
100,706 $23.6 Million
Q1 2020

May 07, 2020

SELL
N/A
-1,364 Reduced 53.18%
1,201 $223,000
Q4 2019

Jan 15, 2020

BUY
N/A
570 Added 28.57%
2,565 $539,000
Q3 2019

Nov 05, 2019

BUY
N/A
400 Added 25.08%
1,995 $382,000
Q2 2019

Jul 22, 2019

SELL
N/A
-194 Reduced 10.84%
1,595 $306,000
Q1 2019

May 14, 2019

BUY
N/A
1,789 New
1,789 $327,000
Q4 2018

Feb 15, 2019

SELL
N/A
-2,391 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
N/A
682 Added 39.91%
2,391 $444,000
Q2 2018

Aug 15, 2018

BUY
N/A
187 Added 12.29%
1,709 $299,000
Q1 2018

May 14, 2018

BUY
N/A
1,522 New
1,522 $249,000

Others Institutions Holding ILCG

About ISHARES MORNINGSTAR GROWTH ETF


  • Ticker ILCG
More about ILCG
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.