Ae Wealth Management LLC Ishares Tr Global Consumer Sta Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,016 shares of KXI stock, worth $66,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,016

Previous 633 60.51%

Holding current value

$66,375

Previous $40,000 65.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$60.73 - $67.45 $23,259 - $25,833	383 Added 60.51%	1,016 $66,000
Q4 2024 Feb 13, 2025	BUY	$60.15 - $65.39 $38,074 - $41,391	633 New	633 $38,000
Q3 2021 Nov 01, 2021	SELL	$59.97 - $62.8 $463,748 - $485,632	-7,733 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$58.22 - $62.64 $17,174 - $18,478	295 Added 3.97%	7,733 $473,000
Q1 2021 Apr 27, 2021	BUY	$54.41 - $58.94 $8,814 - $9,548	162 Added 2.23%	7,438 $432,000
Q4 2020 Feb 01, 2021	BUY	$53.15 - $58.49 $34,706 - $38,193	653 Added 9.86%	7,276 $424,000
Q3 2020 Nov 06, 2020	SELL	$51.84 - $57.06 $141,834 - $156,116	-2,736 Reduced 29.23%	6,623 $367,000
Q2 2020 Aug 05, 2020	BUY	$46.8 - $53.75 $438,001 - $503,046	9,359 New	9,359 $484,000

Others Institutions Holding KXI

# of Institutions

145

Shares Held

Call Options Held

Put Options Held

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About ISHARES TR GLOBAL CONSUMER STA

Ticker KXI
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Ae Wealth Management LLC Ishares Tr Global Consumer Sta Transaction History