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 6,968 shares of IYY stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,968
Previous 6,104 14.15%
Holding current value
$1.04 Million
Previous $852,000 17.02%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$138.14 - $149.13 $119,352 - $128,848
864 Added 14.15%
6,968 $997,000
Q3 2024

Nov 14, 2024
BUY
$125.77 - $139.59 $511,506 - $567,712
4,067 Added 199.66%
6,104 $852,000
Q2 2024

Aug 12, 2024
SELL
$120.85 - $132.7 $3,867 - $4,246
-32 Reduced 1.55%
2,037 $269,000
Q1 2024

May 15, 2024
SELL
$114.26 - $128.09 $567,986 - $636,735
-4,971 Reduced 70.61%
2,069 $265,000
Q4 2023

Feb 14, 2024
SELL
$99.95 - $116.88 $187,206 - $218,916
-1,873 Reduced 21.01%
7,040 $820,000
Q3 2023

Oct 11, 2023
BUY
$103.92 - $112.08 $713,722 - $769,765
6,868 Added 335.84%
8,913 $931,000
Q2 2023

Jul 10, 2023
SELL
$98.55 - $108.33 $29,565 - $32,499
-300 Reduced 12.79%
2,045 $221,000
Q1 2023

Apr 14, 2023
BUY
$92.74 - $102.46 $217,475 - $240,268
2,345 New
2,345 $234,000
Q2 2022

Aug 03, 2022
BUY
$89.32 - $112.61 $221,424 - $279,160
2,479 New
2,479 $229,000
Q1 2022

Apr 18, 2022
SELL
$102.45 - $118.45 $230,410 - $266,394
-2,249 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$107.69 - $118.54 $18,845 - $20,744
175 Added 8.44%
2,249 $265,000
Q3 2021

Nov 01, 2021
SELL
$106.77 - $113.98 $26,372 - $28,153
-247 Reduced 10.64%
2,074 $224,000
Q2 2021

Jul 21, 2021
BUY
$101.05 - $107.97 $234,537 - $250,598
2,321 New
2,321 $251,000

Others Institutions Holding IYY

# of Institutions
279
Shares Held
3.9M
Call Options Held
5.6K
Put Options Held
100
View Full List

About ISHARES TR

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