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

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

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 533 shares of ILCB stock, worth $44,297. This represents 0.0% of its overall portfolio holdings.

Number of Shares
533
Holding current value
$44,297
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
192
Shares Held
7.01M
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
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