Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 473 shares of IYG stock, worth $38,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares

473

Holding current value

$38,729

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$70.24 - $82.34 $33,223 - $38,946	473 New	473 $36,000
Q1 2021 Apr 27, 2021	SELL	$48.45 - $58.92 $75,242 - $91,502	-1,553 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$39.45 - $50.02 $259,699 - $329,281	-6,583 Reduced 80.91%	1,553 $233,000
Q3 2020 Nov 06, 2020	SELL	$38.91 - $43.53 $472,484 - $528,584	-12,143 Reduced 59.88%	8,136 $993,000
Q2 2020 Aug 05, 2020	BUY	$32.09 - $45.18 $650,753 - $916,205	20,279 New	20,279 $2.42 Million

Others Institutions Holding IYG

# of Institutions

273

Shares Held

13.1M

Call Options Held

13.1K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.56M
Shares

$127 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.44M
Shares

$118 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$93.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

910K
Shares

$74.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$46 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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