Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 402 shares of IEO stock, worth $37,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares
402
Holding current value
$37,964
% of portfolio
0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$85.22 - $101.77 $34,258 - $40,911
402 New
402 $36,000
Q4 2023

Feb 14, 2024
SELL
$89.35 - $102.39 $1.94 Million - $2.22 Million
-21,715 Reduced 82.82%
4,503 $419,000
Q3 2023

Oct 11, 2023
SELL
$82.81 - $101.54 $15,816 - $19,394
-191 Reduced 0.72%
26,218 $2.56 Million
Q2 2023

Jul 10, 2023
SELL
$78.88 - $90.31 $706,764 - $809,177
-8,960 Reduced 25.33%
26,409 $2.24 Million
Q1 2023

Apr 14, 2023
SELL
$79.25 - $98.78 $3.26 Million - $4.06 Million
-41,152 Reduced 53.78%
35,369 $3.04 Million
Q4 2022

Jan 31, 2023
BUY
$88.39 - $105.94 $3.67 Million - $4.39 Million
41,468 Added 118.3%
76,521 $7.11 Million
Q3 2022

Oct 25, 2022
BUY
$72.71 - $96.38 $332,648 - $440,938
4,575 Added 15.01%
35,053 $2.92 Million
Q2 2022

Aug 03, 2022
SELL
$76.86 - $105.4 $311,359 - $426,975
-4,051 Reduced 11.73%
30,478 $2.37 Million
Q1 2022

Apr 18, 2022
SELL
$63.08 - $87.03 $1.41 Million - $1.95 Million
-22,382 Reduced 39.33%
34,529 $2.91 Million
Q4 2021

Jan 20, 2022
BUY
$57.79 - $66.64 $214,978 - $247,900
3,720 Added 6.99%
56,911 $3.49 Million
Q3 2021

Nov 01, 2021
BUY
$46.6 - $58.66 $489,439 - $616,105
10,503 Added 24.6%
53,191 $3.09 Million
Q2 2021

Jul 21, 2021
BUY
$45.91 - $58.84 $664,547 - $851,709
14,475 Added 51.31%
42,688 $2.45 Million
Q1 2021

Apr 27, 2021
BUY
$35.91 - $53.46 $1.01 Million - $1.51 Million
28,213 New
28,213 $1.37 Million

Others Institutions Holding IEO

# of Institutions
177
Shares Held
2.64M
Call Options Held
24.9K
Put Options Held
47.7K
View Full List

About ISHARES TR

IEO Quotes by TradingView
  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email