Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$47.91 - $57.96 $1.07 Million - $1.29 Million	-22,242 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$57.43 - $69.28 $702,311 - $847,225	-12,229 Reduced 35.48%	22,242 $1.31 Million
Q4 2021 Jan 20, 2022	BUY	$58.66 - $66.11 $43,408 - $48,921	740 Added 2.19%	34,471 $2.13 Million
Q3 2021 Nov 01, 2021	SELL	$53.73 - $61.75 $4,620 - $5,310	-86 Reduced 0.25%	33,731 $2.04 Million
Q2 2021 Jul 21, 2021	BUY	$54.96 - $62.64 $279,581 - $318,649	5,087 Added 17.71%	33,817 $1.95 Million
Q1 2021 Apr 27, 2021	SELL	$45.07 - $59.28 $74,996 - $98,641	-1,664 Reduced 5.47%	28,730 $1.63 Million
Q4 2020 Feb 01, 2021	BUY	$32.9 - $45.34 $999,962 - $1.38 Million	30,394 New	30,394 $1.38 Million
Q3 2020 Nov 06, 2020	SELL	$30.74 - $36.23 $854,418 - $1.01 Million	-27,795 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$26.19 - $41.02 $727,951 - $1.14 Million	27,795 New	27,795 $940,000

Others Institutions Holding IAT

# of Institutions

173

Shares Held

4.94M

Call Options Held

149K

Put Options Held

240K

About ISHARES TR

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