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 19 shares of GBF stock, worth $1,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 20 5.0%

Holding current value

$1,995

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$102.86 - $105.88 $102 - $105	-1 Reduced 5.0%	19 $2,000
Q2 2025 Aug 06, 2025	SELL	$101.99 - $104.66 $1,019 - $1,046	-10 Reduced 33.33%	20 $2,000
Q1 2025 May 06, 2025	SELL	$101.08 - $104.63 $14,050 - $14,543	-139 Reduced 82.25%	30 $3,000
Q4 2024 Feb 13, 2025	BUY	$101.93 - $106.84 $17,226 - $18,055	169 New	169 $17,000
Q4 2023 Feb 14, 2024	SELL	$97.69 - $105.72 $627,658 - $679,251	-6,425 Reduced 72.52%	2,435 $256,000

Q3 2023 Oct 11, 2023	SELL	$99.86 - $104.45 $22,368 - $23,396	-224 Reduced 2.47%	8,860 $886,000
Q2 2023 Jul 10, 2023	BUY	$103.38 - $106.64 $11,061 - $11,410	107 Added 1.19%	9,084 $944,000
Q1 2023 Apr 14, 2023	BUY	$102.12 - $106.7 $916,731 - $957,845	8,977 New	8,977 $949,000
Q2 2022 Aug 03, 2022	BUY	$104.95 - $113.57 $374,566 - $405,331	3,569 New	3,569 $384,000

Others Institutions Holding GBF

# of Institutions

Shares Held

1.16M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker GBF
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Ishares Tr Transaction History