Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 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 528 shares of IYG stock, worth $43,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares
528
Previous 473 11.63%
Holding current value
$43,264
Previous $36,000 13.89%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$74.6 - $84.81 $4,103 - $4,664
55 Added 11.63%
528 $41,000
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
289
Shares Held
14.2M
Call Options Held
49K
Put Options Held
35.5K
View Full List

About ISHARES TR

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