Ae Wealth Management LLC Ishares Trust Ishares Msci Glo Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Ae Wealth Management LLC holds 408 shares of SDG stock, worth $32,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
408
Previous 401 1.75%
Holding current value
$32,652
Previous $29,000 3.45%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$65.66 - $77.49 $459 - $542
7 Added 1.75%
408 $30,000
Q1 2025

May 06, 2025
BUY
$69.64 - $76.33 $1,462 - $1,602
21 Added 5.53%
401 $29,000
Q4 2024

Feb 13, 2025
BUY
$71.56 - $85.77 $27,192 - $32,592
380 New
380 $27,000

Others Institutions Holding SDG

# of Institutions
119
Shares Held
979K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

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