Ae Wealth Management LLC Ishares Tr Ishares Morningstar Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Ae Wealth Management LLC holds 200 shares of IYLD stock, worth $4,224. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Previous 200 -0.0%

Holding current value

$4,224

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$19.42 - $20.31 $3,884 - $4,061	200 New	200 $4,000
Q2 2021 Jul 21, 2021	SELL	$23.48 - $24.3 $203,336 - $210,438	-8,660 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$23.24 - $24.06 $120,243 - $124,486	-5,174 Reduced 37.4%	8,660 $203,000
Q4 2020 Feb 01, 2021	SELL	$22.03 - $24.07 $63,115 - $68,960	-2,865 Reduced 17.16%	13,834 $333,000
Q3 2020 Nov 06, 2020	SELL	$22.15 - $23.13 $317,719 - $331,776	-14,344 Reduced 46.21%	16,699 $377,000
Q2 2020 Aug 05, 2020	BUY	$18.99 - $23.14 $95,994 - $116,972	5,055 Added 19.45%	31,043 $689,000
Q1 2020 May 07, 2020	SELL	$18.15 - $26.07 $466,237 - $669,686	-25,688 Reduced 49.71%	25,988 $520,000
Q4 2019 Jan 15, 2020	SELL	$24.57 - $25.69 $1.68 Million - $1.76 Million	-68,515 Reduced 57.01%	51,676 $1.32 Million
Q3 2019 Nov 05, 2019	BUY	$24.82 - $25.07 $2.98 Million - $3.01 Million	120,191 New	120,191 $3 Million

Others Institutions Holding IYLD

# of Institutions

Shares Held

1.42M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES MORNINGSTAR

Ticker IYLD
Sector ETFs
Industry ETFs

More about IYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Ishares Tr Ishares Morningstar Transaction History