Ae Wealth Management LLC Ishares Morningstar U.S. Equit Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Ae Wealth Management LLC holds 301 shares of ILCB stock, worth $28,032. This represents 0.0% of its overall portfolio holdings.

Number of Shares
301
Previous 438 31.28%
Holding current value
$28,032
Previous $37,000 27.03%
% 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
SELL
$85.66 - $92.67 $11,735 - $12,695
-137 Reduced 31.28%
301 $27,000
Q2 2025

Aug 06, 2025
SELL
$68.63 - $85.78 $2,402 - $3,002
-35 Reduced 7.4%
438 $37,000
Q1 2025

May 06, 2025
SELL
$76.17 - $85.05 $4,570 - $5,103
-60 Reduced 11.26%
473 $36,000
Q4 2024

Feb 13, 2025
BUY
$78.43 - $84.56 $41,803 - $45,070
533 New
533 $43,000
Q1 2020

May 07, 2020
SELL
$31.37 - $48.49 $664,071 - $1.03 Million
-21,169 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$40.83 - $46.21 $864,330 - $978,219
21,169 New
21,169 $3.91 Million

Others Institutions Holding ILCB

# of Institutions
194
Shares Held
5.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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