Ae Wealth Management LLC Ishares Tr Russell 200 ETF Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

164

Shares Held

7.09M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
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