Ae Wealth Management LLC Ishares Tr Russell 200 ETF Transaction History

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 244 shares of IWL stock, worth $41,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares
244
Previous 244 -0.0%
Holding current value
$41,028
Previous $40,000 2.5%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$152.78 - $166.59 $24,292 - $26,487
159 Added 187.06%
244 $40,000
Q1 2025

May 06, 2025
BUY
$135.83 - $151.73 $1,358 - $1,517
10 Added 13.33%
85 $11,000
Q4 2024

Feb 13, 2025
BUY
$138.92 - $149.97 $10,418 - $11,247
75 New
75 $10,000
Q4 2023

Feb 14, 2024
SELL
$99.76 - $115.49 $224,859 - $260,314
-2,254 Reduced 40.21%
3,352 $385,000
Q3 2023

Oct 11, 2023
SELL
$103.05 - $110.14 $175,906 - $188,008
-1,707 Reduced 23.34%
5,606 $579,000
Q2 2023

Jul 10, 2023
SELL
$96.37 - $106.64 $84,034 - $92,990
-872 Reduced 10.65%
7,313 $779,000
Q1 2023

Apr 14, 2023
BUY
$89.07 - $98.04 $729,037 - $802,457
8,185 New
8,185 $796,000
Q2 2022

Aug 03, 2022
SELL
$86.81 - $109.4 $4.62 Million - $5.82 Million
-53,189 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$99.32 - $114.92 $5.28 Million - $6.11 Million
53,189 New
53,189 $5.75 Million
Q1 2020

May 07, 2020
SELL
$53.58 - $79.63 $495,347 - $736,179
-9,245 Closed
0 $0
Q4 2019

Jan 15, 2020
SELL
$66.88 - $75.4 $1.23 Million - $1.38 Million
-18,365 Reduced 66.52%
9,245 $695,000
Q3 2019

Nov 05, 2019
BUY
$68.5 - $69.99 $1.89 Million - $1.93 Million
27,610 New
27,610 $1.9 Million

Others Institutions Holding IWL

# of Institutions
224
Shares Held
8.44M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

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