Ae Wealth Management LLC Ishares Global Fin'L ETF Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Global Fin'L ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 152 shares of IXG stock, worth $16,549. This represents 0.0% of its overall portfolio holdings.

Number of Shares

152

Previous 365 58.36%

Holding current value

$16,549

Previous $35,000 57.14%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$94.45 - $105.01 $20,117 - $22,367	-213 Reduced 58.36%	152 $15,000
Q4 2024 Feb 13, 2025	BUY	$93.25 - $101.72 $34,036 - $37,127	365 New	365 $35,000
Q2 2022 Aug 03, 2022	SELL	$64.68 - $79.93 $1.64 Million - $2.03 Million	-25,389 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$72.45 - $85.55 $6.38 Million - $7.53 Million	-88,046 Reduced 77.62%	25,389 $2.02 Million
Q4 2021 Jan 20, 2022	SELL	$77.09 - $83.81 $347,213 - $377,480	-4,504 Reduced 3.82%	113,435 $9.08 Million
Q3 2021 Nov 01, 2021	SELL	$74.07 - $80.93 $230,505 - $251,854	-3,112 Reduced 2.57%	117,939 $9.25 Million
Q2 2021 Jul 21, 2021	BUY	$74.17 - $81.68 $8.98 Million - $9.89 Million	121,051 New	121,051 $9.4 Million
Q1 2019 May 14, 2019	SELL	N/A	-3,682 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	3,682 New	3,682 $209,000

Others Institutions Holding IXG

# of Institutions

137

Shares Held

1.9M

Call Options Held

Put Options Held

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About ISHARES GLOBAL FIN'L ETF

Ticker IXG
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Ishares Global Fin'L ETF Transaction History