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 1,348 shares of IYH stock, worth $74,086. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,348
Previous 1,360 0.88%
Holding current value
$74,086
Previous $79,000 3.8%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 06, 2025
SELL
$58.32 - $62.76 $699 - $753
-12 Reduced 0.88%
1,348 $82,000
Q4 2024

Feb 13, 2025
BUY
$57.53 - $65.24 $78,240 - $88,726
1,360 New
1,360 $79,000
Q4 2023

Feb 14, 2024
SELL
$257.23 - $286.28 $877,925 - $977,073
-3,413 Reduced 15.21%
19,022 $5.44 Million
Q3 2023

Oct 11, 2023
BUY
$270.07 - $286.44 $473,432 - $502,129
1,753 Added 8.48%
22,435 $6.06 Million
Q2 2023

Jul 10, 2023
SELL
$267.13 - $285.74 $380,393 - $406,893
-1,424 Reduced 6.44%
20,682 $5.8 Million
Q1 2023

Apr 14, 2023
BUY
$260.66 - $283.72 $275,256 - $299,608
1,056 Added 5.02%
22,106 $6.04 Million
Q4 2022

Jan 31, 2023
BUY
$50.9 - $291.18 $13,743 - $78,618
270 Added 1.3%
21,050 $5.97 Million
Q3 2022

Oct 25, 2022
BUY
$50.54 - $281.89 $837,498 - $4.67 Million
16,571 Added 393.7%
20,780 $5.26 Million
Q2 2022

Aug 03, 2022
SELL
$249.77 - $300.0 $525,765 - $631,500
-2,105 Reduced 33.34%
4,209 $1.13 Million
Q1 2022

Apr 18, 2022
SELL
$266.13 - $297.6 $25,282 - $28,272
-95 Reduced 1.48%
6,314 $1.82 Million
Q4 2021

Jan 20, 2022
BUY
$271.82 - $301.88 $772,784 - $858,244
2,843 Added 79.73%
6,409 $1.93 Million
Q3 2021

Nov 01, 2021
BUY
$275.57 - $296.34 $17,085 - $18,373
62 Added 1.77%
3,566 $984,000
Q2 2021

Jul 21, 2021
SELL
$251.53 - $273.61 $1,760 - $1,915
-7 Reduced 0.2%
3,504 $956,000
Q1 2021

Apr 27, 2021
BUY
$239.92 - $258.36 $74,135 - $79,833
309 Added 9.65%
3,511 $886,000
Q4 2020

Feb 01, 2021
SELL
$219.61 - $245.91 $10,321 - $11,557
-47 Reduced 1.45%
3,202 $787,000
Q3 2020

Nov 06, 2020
BUY
$217.29 - $234.25 $49,107 - $52,940
226 Added 7.48%
3,249 $738,000
Q2 2020

Aug 05, 2020
BUY
$180.66 - $222.47 $546,135 - $672,526
3,023 New
3,023 $652,000

Others Institutions Holding IYH

# of Institutions
557
Shares Held
24.3M
Call Options Held
8K
Put Options Held
4.5K
View Full List

About ISHARES TR

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