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 714 shares of IYM stock, worth $98,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares
714
Previous 15,450 95.38%
Holding current value
$98,774
Previous $2.32 Million 96.03%
% of portfolio
0.0%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$129.15 - $153.25 $1.9 Million - $2.26 Million
-14,736 Reduced 95.38%
714 $92,000
Q3 2024

Nov 14, 2024
BUY
$136.13 - $151.64 $79,363 - $88,406
583 Added 3.92%
15,450 $2.32 Million
Q2 2024

Aug 12, 2024
BUY
$140.01 - $149.03 $179,632 - $191,205
1,283 Added 9.44%
14,867 $2.08 Million
Q1 2024

May 15, 2024
SELL
$130.2 - $147.73 $696,049 - $789,764
-5,346 Reduced 28.24%
13,584 $2.01 Million
Q4 2023

Feb 14, 2024
SELL
$119.29 - $139.6 $1.02 Million - $1.19 Million
-8,515 Reduced 31.03%
18,930 $2.62 Million
Q3 2023

Oct 11, 2023
BUY
$124.84 - $138.68 $1.01 Million - $1.12 Million
8,106 Added 41.92%
27,445 $3.47 Million
Q2 2023

Jul 10, 2023
BUY
$120.69 - $133.93 $268,052 - $297,458
2,221 Added 12.97%
19,339 $2.57 Million
Q1 2023

Apr 14, 2023
BUY
$124.32 - $140.43 $662,874 - $748,772
5,332 Added 45.24%
17,118 $2.27 Million
Q4 2022

Jan 31, 2023
SELL
$109.29 - $133.88 $2.94 Million - $3.6 Million
-26,902 Reduced 69.54%
11,786 $1.47 Million
Q3 2022

Oct 25, 2022
BUY
$106.58 - $130.61 $1.75 Million - $2.14 Million
16,379 Added 73.42%
38,688 $4.18 Million
Q2 2022

Aug 03, 2022
BUY
$117.72 - $154.02 $172,812 - $226,101
1,468 Added 7.04%
22,309 $2.63 Million
Q1 2022

Apr 18, 2022
BUY
$128.72 - $151.73 $1.92 Million - $2.26 Million
14,924 Added 252.22%
20,841 $3.12 Million
Q4 2021

Jan 20, 2022
SELL
$125.86 - $141.73 $450,075 - $506,826
-3,576 Reduced 37.67%
5,917 $830,000
Q3 2021

Nov 01, 2021
BUY
$122.85 - $135.99 $1.17 Million - $1.29 Million
9,493 New
9,493 $1.18 Million
Q1 2021

Apr 27, 2021
SELL
$111.16 - $126.89 $4.62 Million - $5.27 Million
-41,531 Closed
0 $0
Q4 2020

Feb 01, 2021
BUY
$95.24 - $113.41 $3.96 Million - $4.71 Million
41,531 New
41,531 $4.71 Million

Others Institutions Holding IYM

# of Institutions
207
Shares Held
2.49M
Call Options Held
900
Put Options Held
200
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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