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 93 shares of IHE stock, worth $6,510. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,510

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

166

Shares Held

5.61M

Call Options Held

100

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.23M
Shares

$226 Million
0.09% of portfolio
Morgan Stanley New York, NY

381K
Shares

$26.6 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

189K
Shares

$13.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

164K
Shares

$11.5 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

102K
Shares

$7.12 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

More about IHE

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