Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 51,273 shares of IYF stock, worth $6.34 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
51,273
Previous 41,871 22.45%
Holding current value
$6.34 Million
Previous $5.07 Million 28.19%
% of portfolio
0.05%
Previous 0.04%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$119.89 - $127.16 $1.13 Million - $1.2 Million
9,402 Added 22.45%
51,273 $6.49 Million
Q2 2025

Aug 06, 2025
BUY
$99.23 - $120.99 $925,518 - $1.13 Million
9,327 Added 28.66%
41,871 $5.07 Million
Q1 2025

May 06, 2025
SELL
$107.69 - $119.37 $3.9 Million - $4.33 Million
-36,254 Reduced 52.7%
32,544 $3.67 Million
Q4 2024

Feb 13, 2025
SELL
$102.7 - $119.05 $152,920 - $177,265
-1,489 Reduced 2.12%
68,798 $7.61 Million
Q3 2024

Nov 14, 2024
BUY
$93.83 - $105.05 $287,870 - $322,293
3,068 Added 4.56%
70,287 $7.3 Million
Q2 2024

Aug 12, 2024
SELL
$89.39 - $96.85 $340,486 - $368,901
-3,809 Reduced 5.36%
67,219 $6.36 Million
Q1 2024

May 15, 2024
SELL
$83.91 - $95.65 $642,918 - $732,870
-7,662 Reduced 9.74%
71,028 $6.79 Million
Q4 2023

Feb 14, 2024
BUY
$70.7 - $85.68 $4.63 Million - $5.61 Million
65,444 Added 494.07%
78,690 $6.72 Million
Q3 2023

Oct 11, 2023
SELL
$73.99 - $79.98 $470,724 - $508,832
-6,362 Reduced 32.45%
13,246 $990,000
Q2 2023

Jul 10, 2023
SELL
$68.91 - $74.74 $3.62 Million - $3.93 Million
-52,521 Reduced 72.82%
19,608 $1.46 Million
Q1 2023

Apr 14, 2023
BUY
$68.23 - $82.05 $999,228 - $1.2 Million
14,645 Added 25.48%
72,129 $5.13 Million
Q4 2022

Jan 31, 2023
BUY
$67.64 - $80.38 $2.4 Million - $2.85 Million
35,516 Added 161.67%
57,484 $4.34 Million
Q3 2022

Oct 25, 2022
SELL
$67.55 - $79.83 $810 - $957
-12 Reduced 0.05%
21,968 $1.48 Million
Q2 2022

Aug 03, 2022
SELL
$67.96 - $84.37 $507,933 - $630,581
-7,474 Reduced 25.38%
21,980 $1.54 Million
Q1 2022

Apr 18, 2022
SELL
$78.62 - $91.32 $911,127 - $1.06 Million
-11,589 Reduced 28.24%
29,454 $2.49 Million
Q4 2021

Jan 20, 2022
BUY
$83.02 - $90.24 $2.38 Million - $2.58 Million
28,625 Added 230.51%
41,043 $3.56 Million
Q3 2021

Nov 01, 2021
SELL
$79.17 - $85.45 $4.06 Million - $4.38 Million
-51,256 Reduced 80.5%
12,418 $1.03 Million
Q2 2021

Jul 21, 2021
BUY
$75.91 - $83.61 $458,040 - $504,502
6,034 Added 10.47%
63,674 $5.16 Million
Q1 2021

Apr 27, 2021
BUY
$65.2 - $76.35 $3.28 Million - $3.84 Million
50,289 Added 684.11%
57,640 $4.32 Million
Q4 2020

Feb 01, 2021
BUY
$55.06 - $66.77 $232,738 - $282,236
4,227 Added 135.31%
7,351 $491,000
Q3 2020

Nov 06, 2020
BUY
$54.05 - $60.26 $324 - $361
6 Added 0.19%
3,124 $355,000
Q2 2020

Aug 05, 2020
SELL
$45.62 - $62.0 $6,158 - $8,370
-135 Reduced 4.15%
3,118 $343,000
Q1 2020

May 07, 2020
SELL
$41.18 - $71.71 $27,137 - $47,256
-659 Reduced 16.85%
3,253 $316,000
Q4 2019

Jan 15, 2020
SELL
$62.23 - $68.93 $99,070 - $109,736
-1,592 Reduced 28.92%
3,912 $539,000
Q3 2019

Nov 05, 2019
SELL
$64.16 - $65.19 $1.77 Million - $1.8 Million
-27,643 Reduced 83.4%
5,504 $709,000
Q2 2019

Jul 22, 2019
BUY
N/A
30,860 Added 1349.37%
33,147 $4.16 Million
Q1 2019

May 14, 2019
BUY
N/A
2,287 New
2,287 $270,000
Q4 2018

Feb 15, 2019
SELL
N/A
-2,588 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-122 Reduced 4.5%
2,588 $314,000
Q2 2018

Aug 15, 2018
SELL
N/A
-709 Reduced 20.74%
2,710 $318,000
Q1 2018

May 14, 2018
SELL
N/A
-85 Reduced 2.43%
3,419 $403,000
Q4 2017

Feb 06, 2018
BUY
N/A
134 Added 3.98%
3,504 $418,000
Q3 2017

Nov 08, 2017
SELL
N/A
-382 Reduced 10.18%
3,370 $378,000
Q2 2017

Aug 14, 2017
BUY
N/A
3,752
3,752 $403,000

Others Institutions Holding IYF

# of Institutions
507
Shares Held
20M
Call Options Held
18.2K
Put Options Held
44.1K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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