Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 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 10,479 shares of DVY stock, worth $1.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,479
Previous 7,921 32.29%
Holding current value
$1.47 Million
Previous $1.05 Million 41.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 03, 2025
BUY
$133.88 - $142.57 $342,465 - $364,694
2,558 Added 32.29%
10,479 $1.49 Million
Q2 2025

Aug 06, 2025
BUY
$118.37 - $134.86 $67,944 - $77,409
574 Added 7.81%
7,921 $1.05 Million
Q1 2025

May 06, 2025
SELL
$128.58 - $138.1 $228,100 - $244,989
-1,774 Reduced 19.45%
7,347 $986,000
Q4 2024

Feb 13, 2025
BUY
$129.55 - $143.41 $113,356 - $125,483
875 Added 10.61%
9,121 $1.2 Million
Q3 2024

Nov 14, 2024
SELL
$119.99 - $135.74 $119 - $135
-1 Reduced 0.01%
8,246 $1.11 Million
Q2 2024

Aug 12, 2024
SELL
$115.73 - $125.75 $96,518 - $104,875
-834 Reduced 9.18%
8,247 $997,000
Q1 2024

May 15, 2024
SELL
$113.31 - $123.18 $4.47 Million - $4.86 Million
-39,467 Reduced 81.29%
9,081 $1.12 Million
Q4 2023

Feb 14, 2024
BUY
$102.97 - $119.06 $188,538 - $217,998
1,831 Added 3.92%
48,548 $5.69 Million
Q3 2023

Oct 11, 2023
BUY
$107.44 - $118.16 $8,810 - $9,689
82 Added 0.18%
46,717 $5.03 Million
Q2 2023

Jul 10, 2023
SELL
$108.5 - $119.27 $2.08 Million - $2.29 Million
-19,200 Reduced 29.16%
46,635 $5.28 Million
Q1 2023

Apr 14, 2023
BUY
$110.68 - $126.38 $520,417 - $594,238
4,702 Added 7.69%
65,835 $7.71 Million
Q4 2022

Jan 31, 2023
SELL
$107.39 - $125.5 $282,757 - $330,441
-2,633 Reduced 4.13%
61,133 $7.37 Million
Q3 2022

Oct 25, 2022
SELL
$107.22 - $127.71 $12.6 Million - $14.9 Million
-117,059 Reduced 64.74%
63,766 $6.84 Million
Q2 2022

Aug 03, 2022
BUY
$113.21 - $132.14 $12.4 Million - $14.4 Million
109,320 Added 152.88%
180,825 $21.3 Million
Q1 2022

Apr 18, 2022
BUY
$119.99 - $129.75 $1.66 Million - $1.8 Million
13,869 Added 24.06%
71,505 $9.16 Million
Q4 2021

Jan 20, 2022
BUY
$114.37 - $122.59 $1.97 Million - $2.11 Million
17,197 Added 42.53%
57,636 $7.07 Million
Q3 2021

Nov 01, 2021
SELL
$112.53 - $119.9 $1.83 Million - $1.95 Million
-16,293 Reduced 28.72%
40,439 $4.64 Million
Q2 2021

Jul 21, 2021
BUY
$114.14 - $123.06 $1.39 Million - $1.5 Million
12,159 Added 27.28%
56,732 $6.62 Million
Q1 2021

Apr 27, 2021
BUY
$94.76 - $115.39 $1.48 Million - $1.8 Million
15,589 Added 53.78%
44,573 $5.09 Million
Q4 2020

Feb 01, 2021
SELL
$81.33 - $97.54 $297,749 - $357,093
-3,661 Reduced 11.21%
28,984 $2.79 Million
Q3 2020

Nov 06, 2020
BUY
$77.43 - $86.72 $114,751 - $128,519
1,482 Added 4.76%
32,645 $2.66 Million
Q2 2020

Aug 05, 2020
SELL
$69.37 - $91.69 $3.12 Million - $4.12 Million
-44,952 Reduced 59.06%
31,163 $2.52 Million
Q1 2020

May 07, 2020
BUY
$62.67 - $107.3 $805,936 - $1.38 Million
12,860 Added 20.33%
76,115 $5.6 Million
Q4 2019

Jan 15, 2020
BUY
$98.25 - $105.76 $473,172 - $509,340
4,816 Added 8.24%
63,255 $6.68 Million
Q3 2019

Nov 05, 2019
SELL
$100.87 - $103.22 $1.56 Million - $1.59 Million
-15,428 Reduced 20.89%
58,439 $5.96 Million
Q2 2019

Jul 22, 2019
BUY
N/A
34,703 Added 88.61%
73,867 $7.35 Million
Q1 2019

May 14, 2019
BUY
N/A
8,884 Added 29.34%
39,164 $3.85 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-4,157 Reduced 12.07%
30,280 $2.7 Million
Q3 2018

Nov 14, 2018
BUY
N/A
20,811 Added 152.73%
34,437 $3.44 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-1,185 Reduced 8.0%
13,626 $1.33 Million
Q1 2018

May 14, 2018
SELL
N/A
-4,276 Reduced 22.4%
14,811 $1.41 Million
Q4 2017

Feb 06, 2018
BUY
N/A
10,421 Added 120.25%
19,087 $1.88 Million
Q3 2017

Nov 08, 2017
SELL
N/A
-1,172 Reduced 11.91%
8,666 $812,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,838
9,838 $907,000

Others Institutions Holding DVY

# of Institutions
1,485
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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