Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 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 1,278 shares of IYH stock, worth $76,705. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,278

Previous 1,348 5.19%

Holding current value

$76,705

Previous $82,000 12.2%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$53.97 - $60.17 $3,777 - $4,211	-70 Reduced 5.19%	1,278 $72,000
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

550

Shares Held

24.5M

Call Options Held

4.9K

Put Options Held

200

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About ISHARES TR

Ticker IYH
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Ae Wealth Management LLC Ishares Tr Transaction History