Ae Wealth Management LLC Ishares Tr Us Telecommunicatio Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Ae Wealth Management LLC holds 198,232 shares of IYZ stock, worth $6.38 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
198,232
Previous 168,618 17.56%
Holding current value
$6.38 Million
Previous $5.02 Million 27.35%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$29.27 - $32.3 $866,801 - $956,532
29,614 Added 17.56%
198,232 $6.39 Million
Q2 2025

Aug 06, 2025
BUY
$24.53 - $29.78 $956,620 - $1.16 Million
38,998 Added 30.09%
168,618 $5.02 Million
Q1 2025

May 06, 2025
SELL
$26.51 - $28.57 $4.09 Million - $4.41 Million
-154,315 Reduced 54.35%
129,620 $3.55 Million
Q4 2024

Feb 13, 2025
BUY
$25.22 - $28.15 $7.16 Million - $7.99 Million
283,935 New
283,935 $7.62 Million
Q2 2022

Aug 03, 2022
SELL
$23.96 - $30.44 $635,203 - $806,994
-26,511 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$28.69 - $33.15 $760,600 - $878,839
26,511 New
26,511 $792,000

Others Institutions Holding IYZ

# of Institutions
174
Shares Held
17.9M
Call Options Held
18.6K
Put Options Held
0
View Full List

About ISHARES TR US TELECOMMUNICATIO

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