Ae Wealth Management LLC Ishares Tr Russell 200 ETF Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 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 85 shares of IWL stock, worth $12,381. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 75 13.33%

Holding current value

$12,381

Previous $10,000 10.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

206

Shares Held

8.2M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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Ae Wealth Management LLC Ishares Tr Russell 200 ETF Transaction History