Ae Wealth Management LLC Ishares Global Healthcare ETF Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Global Healthcare ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,331 shares of IXJ stock, worth $669,393. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,331
Previous 6,836 7.24%
Holding current value
$669,393
Previous $623,000 1.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2025
BUY
$82.3 - $90.02 $40,738 - $44,559
495 Added 7.24%
7,331 $631,000
Q1 2025

May 06, 2025
SELL
$86.01 - $94.19 $4,128 - $4,521
-48 Reduced 0.7%
6,836 $623,000
Q4 2024

Feb 13, 2025
SELL
$85.65 - $98.34 $16,444 - $18,881
-192 Reduced 2.71%
6,884 $591,000
Q3 2024

Nov 14, 2024
BUY
$91.63 - $101.25 $22,082 - $24,401
241 Added 3.53%
7,076 $694,000
Q2 2024

Aug 12, 2024
SELL
$87.41 - $94.12 $7,517 - $8,094
-86 Reduced 1.24%
6,835 $634,000
Q1 2024

May 15, 2024
SELL
$87.55 - $93.2 $134,389 - $143,062
-1,535 Reduced 18.15%
6,921 $644,000
Q4 2023

Feb 14, 2024
BUY
$78.24 - $86.72 $120,098 - $133,115
1,535 Added 22.18%
8,456 $733,000
Q3 2023

Oct 11, 2023
BUY
$82.27 - $86.96 $9,214 - $9,739
112 Added 1.64%
6,921 $570,000
Q2 2023

Jul 10, 2023
BUY
$82.57 - $87.62 $84,386 - $89,547
1,022 Added 17.66%
6,809 $578,000
Q1 2023

Apr 14, 2023
BUY
$79.07 - $85.5 $4,981 - $5,386
63 Added 1.1%
5,787 $482,000
Q4 2022

Jan 31, 2023
SELL
$75.71 - $87.41 $4,164 - $4,807
-55 Reduced 0.95%
5,724 $485,000
Q3 2022

Oct 25, 2022
BUY
$74.91 - $84.22 $200,758 - $225,709
2,680 Added 86.48%
5,779 $435,000
Q2 2022

Aug 03, 2022
BUY
$75.99 - $91.39 $235,493 - $283,217
3,099 New
3,099 $251,000
Q4 2021

Jan 20, 2022
SELL
$82.63 - $90.54 $423,065 - $463,564
-5,120 Closed
0 $0
Q3 2021

Nov 01, 2021
BUY
$83.44 - $89.6 $22,361 - $24,012
268 Added 5.52%
5,120 $429,000
Q2 2021

Jul 21, 2021
BUY
$76.9 - $83.42 $32,298 - $35,036
420 Added 9.48%
4,852 $403,000
Q1 2021

Apr 27, 2021
BUY
$73.43 - $79.62 $101,847 - $110,432
1,387 Added 45.55%
4,432 $342,000
Q4 2020

Feb 01, 2021
SELL
$68.25 - $76.45 $88,452 - $99,079
-1,296 Reduced 29.85%
3,045 $233,000
Q3 2020

Nov 06, 2020
BUY
$69.15 - $73.99 $300,180 - $321,190
4,341 New
4,341 $312,000

Others Institutions Holding IXJ

# of Institutions
302
Shares Held
33.4M
Call Options Held
5.7K
Put Options Held
0
View Full List

About ISHARES GLOBAL HEALTHCARE ETF

IXJ Quotes by TradingView
  • Ticker IXJ
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IXJ
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