Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 14,412 shares of IYM stock, worth $2.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,412

Previous 714 1918.49%

Holding current value

$2.13 Million

Previous $92,000 2010.87%

% of portfolio

0.02%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$128.53 - $142.03 $1.76 Million - $1.95 Million	13,698 Added 1918.49%	14,412 $1.94 Million
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

218

Shares Held

2.4M

Call Options Held

8.4K

Put Options Held

300

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Ishares Tr Transaction History