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 634,380 shares of IEFA stock, worth $56.3 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

634,380

Previous 527,246 20.32%

Holding current value

$56.3 Million

Previous $44 Million 25.84%

% of portfolio

0.41%

Previous 0.37%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$81.7 - $87.53 $8.75 Million - $9.38 Million	107,134 Added 20.32%	634,380 $55.4 Million
Q2 2025 Aug 06, 2025	BUY	$67.83 - $84.09 $3.51 Million - $4.35 Million	51,769 Added 10.89%	527,246 $44 Million
Q1 2025 May 06, 2025	SELL	$69.57 - $78.65 $6.64 Million - $7.51 Million	-95,507 Reduced 16.73%	475,477 $36 Million
Q4 2024 Feb 13, 2025	BUY	$70.06 - $77.43 $809,052 - $894,161	11,548 Added 2.06%	570,984 $40.1 Million
Q3 2024 Nov 14, 2024	BUY	$70.09 - $78.74 $27.3 Million - $30.6 Million	389,240 Added 228.7%	559,436 $43.7 Million

Q2 2024 Aug 12, 2024	SELL	$70.77 - $76.19 $978,466 - $1.05 Million	-13,826 Reduced 7.51%	170,196 $12.4 Million
Q1 2024 May 15, 2024	SELL	$68.14 - $74.43 $27.2 Million - $29.8 Million	-399,851 Reduced 68.48%	184,022 $13.7 Million
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $2.22 Million - $2.55 Million	36,188 Added 6.61%	583,873 $41.1 Million
Q3 2023 Oct 11, 2023	BUY	$64.04 - $69.58 $135,188 - $146,883	2,111 Added 0.39%	547,685 $35.2 Million
Q2 2023 Jul 10, 2023	BUY	$66.03 - $69.1 $2.33 Million - $2.44 Million	35,288 Added 6.92%	545,574 $36.8 Million
Q1 2023 Apr 14, 2023	BUY	$62.17 - $67.7 $6.03 Million - $6.57 Million	97,011 Added 23.47%	510,286 $34.1 Million
Q4 2022 Jan 31, 2023	SELL	$52.35 - $63.65 $2.01 Million - $2.44 Million	-38,390 Reduced 8.5%	413,275 $25.5 Million
Q3 2022 Oct 25, 2022	SELL	$52.32 - $63.1 $1.91 Million - $2.3 Million	-36,498 Reduced 7.48%	451,665 $23.8 Million
Q2 2022 Aug 03, 2022	BUY	$57.91 - $70.46 $10.4 Million - $12.6 Million	179,012 Added 57.9%	488,163 $28.7 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $897,659 - $1.07 Million	14,190 Added 4.81%	309,151 $21.5 Million
Q4 2021 Jan 20, 2022	SELL	$72.36 - $77.76 $6.24 Million - $6.71 Million	-86,229 Reduced 22.62%	294,961 $22 Million
Q3 2021 Nov 01, 2021	BUY	$72.98 - $78.2 $6.13 Million - $6.56 Million	83,938 Added 28.24%	381,190 $28.3 Million
Q2 2021 Jul 21, 2021	BUY	$73.11 - $77.88 $10.2 Million - $10.9 Million	139,670 Added 88.63%	297,252 $22.3 Million
Q1 2021 Apr 27, 2021	SELL	$68.58 - $73.12 $2.72 Million - $2.9 Million	-39,624 Reduced 20.09%	157,582 $11.4 Million
Q4 2020 Feb 01, 2021	BUY	$58.13 - $69.71 $730,752 - $876,324	12,571 Added 6.81%	197,206 $13.6 Million
Q3 2020 Nov 06, 2020	SELL	$57.43 - $62.28 $4.34 Million - $4.71 Million	-75,591 Reduced 29.05%	184,635 $11.1 Million
Q2 2020 Aug 05, 2020	BUY	$47.43 - $60.75 $1.86 Million - $2.38 Million	39,132 Added 17.7%	260,226 $14.9 Million
Q1 2020 May 07, 2020	SELL	$43.31 - $66.12 $6.46 Million - $9.86 Million	-149,160 Reduced 40.29%	221,094 $11 Million
Q4 2019 Jan 15, 2020	BUY	$59.36 - $65.51 $11.6 Million - $12.8 Million	195,661 Added 112.07%	370,254 $24.2 Million
Q3 2019 Nov 05, 2019	BUY	$57.44 - $62.42 $1.59 Million - $1.73 Million	27,700 Added 18.86%	174,593 $10.7 Million
Q2 2019 Jul 22, 2019	BUY	$59.39 - $62.73 $7.33 Million - $7.74 Million	123,450 Added 526.6%	146,893 $9.02 Million
Q1 2019 May 14, 2019	BUY	$54.44 - $61.46 $796,348 - $899,036	14,628 Added 165.94%	23,443 $1.43 Million
Q4 2018 Feb 15, 2019	BUY	$53.06 - $64.19 $156,739 - $189,617	2,954 Added 50.4%	8,815 $485,000
Q3 2018 Nov 14, 2018	SELL	$61.82 - $65.16 $51,681 - $54,473	-836 Reduced 12.48%	5,861 $376,000
Q2 2018 Aug 15, 2018	BUY	$62.74 - $67.79 $129,809 - $140,257	2,069 Added 44.71%	6,697 $424,000
Q1 2018 May 14, 2018	SELL	$64.18 - $70.84 $14,119 - $15,584	-220 Reduced 4.54%	4,628 $305,000
Q4 2017 Feb 06, 2018	BUY	$64.09 - $66.44 $310,708 - $322,101	4,848	4,848 $320,000

Others Institutions Holding IEFA

# of Institutions

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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