Ae Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ae Wealth Management LLC holds 627,860 shares of IWY stock, worth $171 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
627,860
Previous 599,558 4.72%
Holding current value
$171 Million
Previous $126 Million 22.38%
% of portfolio
1.32%
Previous 1.21%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$187.5 - $246.51 $5.31 Million - $6.98 Million
28,302 Added 4.72%
627,860 $155 Million
Q1 2025

May 06, 2025
SELL
$210.19 - $243.33 $10.6 Million - $12.3 Million
-50,464 Reduced 7.76%
599,558 $126 Million
Q4 2024

Feb 13, 2025
SELL
$216.72 - $244.71 $884,000 - $998,172
-4,079 Reduced 0.62%
650,022 $153 Million
Q3 2024

Nov 14, 2024
SELL
$194.66 - $225.97 $1.41 Million - $1.63 Million
-7,219 Reduced 1.09%
654,101 $144 Million
Q2 2024

Aug 12, 2024
BUY
$183.56 - $216.15 $12.3 Million - $14.5 Million
67,139 Added 11.3%
661,320 $142 Million
Q1 2024

May 15, 2024
SELL
$170.38 - $196.82 $113 Million - $131 Million
-664,533 Reduced 52.79%
594,181 $116 Million
Q4 2023

Feb 14, 2024
BUY
$149.01 - $175.92 $20 Million - $23.6 Million
134,176 Added 11.93%
1,258,714 $221 Million
Q3 2023

Oct 11, 2023
SELL
$152.69 - $164.44 $4.5 Million - $4.85 Million
-29,478 Reduced 2.55%
1,124,538 $173 Million
Q2 2023

Jul 10, 2023
SELL
$136.24 - $158.56 $10.3 Million - $12 Million
-75,962 Reduced 6.18%
1,154,016 $183 Million
Q1 2023

Apr 14, 2023
BUY
$117.74 - $138.93 $8.95 Million - $10.6 Million
76,015 Added 6.59%
1,229,978 $171 Million
Q4 2022

Jan 31, 2023
SELL
$117.55 - $131.34 $5.35 Million - $5.98 Million
-45,515 Reduced 3.79%
1,153,963 $139 Million
Q3 2022

Oct 25, 2022
SELL
$119.49 - $146.95 $3.51 Million - $4.32 Million
-29,410 Reduced 2.39%
1,199,478 $143 Million
Q2 2022

Aug 03, 2022
SELL
$120.18 - $161.96 $22.7 Million - $30.5 Million
-188,483 Reduced 13.3%
1,228,888 $154 Million
Q1 2022

Apr 18, 2022
SELL
$141.01 - $175.1 $66.1 Million - $82 Million
-468,414 Reduced 24.84%
1,417,371 $225 Million
Q4 2021

Jan 20, 2022
BUY
$150.99 - $175.61 $10.5 Million - $12.2 Million
69,734 Added 3.84%
1,885,785 $327 Million
Q3 2021

Nov 01, 2021
SELL
$151.1 - $163.27 $49.5 Million - $53.5 Million
-327,443 Reduced 15.28%
1,816,051 $277 Million
Q2 2021

Jul 21, 2021
BUY
$136.12 - $150.82 $85.1 Million - $94.3 Million
625,456 Added 41.2%
2,143,494 $323 Million
Q1 2021

Apr 27, 2021
BUY
$127.24 - $139.47 $22.2 Million - $24.4 Million
174,732 Added 13.01%
1,518,038 $204 Million
Q4 2020

Feb 01, 2021
SELL
$116.6 - $133.06 $3.79 Million - $4.33 Million
-32,537 Reduced 2.36%
1,343,306 $179 Million
Q3 2020

Nov 06, 2020
SELL
$108.23 - $131.63 $28.6 Million - $34.7 Million
-263,932 Reduced 16.1%
1,375,843 $167 Million
Q2 2020

Aug 05, 2020
BUY
$80.54 - $107.61 $29 Million - $38.8 Million
360,458 Added 28.18%
1,639,775 $175 Million
Q1 2020

May 07, 2020
SELL
$73.46 - $106.09 $4.07 Million - $5.87 Million
-55,375 Reduced 4.15%
1,279,317 $108 Million
Q4 2019

Jan 15, 2020
BUY
$84.75 - $97.05 $10.9 Million - $12.5 Million
129,144 Added 10.71%
1,334,692 $129 Million
Q3 2019

Nov 05, 2019
BUY
$86.45 - $88.64 $1.63 Million - $1.67 Million
18,818 Added 1.59%
1,205,548 $105 Million
Q2 2019

Jul 22, 2019
BUY
N/A
660,561 Added 125.54%
1,186,730 $102 Million
Q1 2019

May 14, 2019
BUY
N/A
513,511 Added 4056.81%
526,169 $43.3 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-702,500 Reduced 98.23%
12,658 $908,000
Q3 2018

Nov 14, 2018
BUY
N/A
87,571 Added 13.95%
715,158 $61.1 Million
Q2 2018

Aug 15, 2018
BUY
N/A
120,378 Added 23.73%
627,587 $49.2 Million
Q1 2018

May 14, 2018
BUY
N/A
119,166 Added 30.71%
507,209 $37.4 Million
Q4 2017

Feb 06, 2018
BUY
N/A
63,116 Added 19.42%
388,043 $28.4 Million
Q3 2017

Nov 08, 2017
BUY
N/A
92,132 Added 39.58%
324,927 $22 Million
Q2 2017

Aug 14, 2017
BUY
N/A
232,795
232,795 $15 Million

Others Institutions Holding IWY

# of Institutions
632
Shares Held
52.8M
Call Options Held
6.8K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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.

Choose your preferred platform and Sign Up 👇 Telegram Email