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 323 shares of IHE stock, worth $25,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
323
Previous 156 107.05%
Holding current value
$25,930
Previous $10,000 130.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
$65.74 - $72.56 $10,978 - $12,117
167 Added 107.05%
323 $23,000
Q2 2025

Aug 06, 2025
BUY
$61.0 - $68.22 $3,843 - $4,297
63 Added 67.74%
156 $10,000
Q4 2024

Feb 13, 2025
BUY
$65.15 - $71.86 $6,058 - $6,682
93 New
93 $6,000
Q1 2022

Apr 18, 2022
SELL
$180.82 - $198.07 $938,094 - $1.03 Million
-5,188 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$182.18 - $200.3 $305,698 - $336,103
1,678 Added 47.81%
5,188 $1.04 Million
Q3 2021

Nov 01, 2021
BUY
$183.15 - $198.47 $642,856 - $696,629
3,510 New
3,510 $643,000

Others Institutions Holding IHE

# of Institutions
161
Shares Held
4.69M
Call Options Held
0
Put Options Held
4.2K
View Full List

About ISHARES TR

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