Ae Wealth Management LLC Ishares Tr Us Broker Dealers & Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Ae Wealth Management LLC holds 155 shares of IAI stock, worth $26,850. This represents 0.0% of its overall portfolio holdings.

Number of Shares
155
Previous 191 18.85%
Holding current value
$26,850
Previous $32,000 15.63%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$168.93 - $178.7 $6,081 - $6,433
-36 Reduced 18.85%
155 $27,000
Q2 2025

Aug 06, 2025
BUY
$122.04 - $169.14 $13,668 - $18,943
112 Added 141.77%
191 $32,000
Q1 2025

May 06, 2025
SELL
$134.68 - $159.3 $10,639 - $12,584
-79 Reduced 50.0%
79 $11,000
Q4 2024

Feb 13, 2025
BUY
$127.59 - $153.41 $20,159 - $24,238
158 New
158 $22,000
Q4 2022

Jan 31, 2023
BUY
$85.82 - $103.08 $1.2 Million - $1.44 Million
13,948 New
13,948 $1.34 Million
Q2 2022

Aug 03, 2022
SELL
$81.32 - $99.97 $1.22 Million - $1.5 Million
-15,019 Closed
0 $0
Q1 2022

Apr 18, 2022
SELL
$94.42 - $114.54 $1.11 Million - $1.34 Million
-11,732 Reduced 43.86%
15,019 $1.5 Million
Q4 2021

Jan 20, 2022
BUY
$104.77 - $116.15 $330,444 - $366,337
3,154 Added 13.37%
26,751 $2.95 Million
Q3 2021

Nov 01, 2021
BUY
$97.62 - $110.73 $359,339 - $407,597
3,681 Added 18.48%
23,597 $2.46 Million
Q2 2021

Jul 21, 2021
BUY
$93.65 - $103.34 $681,210 - $751,695
7,274 Added 57.54%
19,916 $2.03 Million
Q1 2021

Apr 27, 2021
BUY
$79.16 - $96.74 $1 Million - $1.22 Million
12,642 New
12,642 $1.17 Million

Others Institutions Holding IAI

# of Institutions
200
Shares Held
6.48M
Call Options Held
8.9K
Put Options Held
34.5K
View Full List

About ISHARES TR US BROKER-DEALERS &

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