Ae Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ae Wealth Management LLC holds 89,243 shares of IWP stock, worth $12.2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
89,243
Previous 165,701 46.14%
Holding current value
$12.2 Million
Previous $23 Million 44.69%
% of portfolio
0.09%
Previous 0.2%

Shares

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

Nov 03, 2025
SELL
$137.51 - $145.26 $10.5 Million - $11.1 Million
-76,458 Reduced 46.14%
89,243 $12.7 Million
Q2 2025

Aug 06, 2025
SELL
$104.34 - $138.68 $1.46 Million - $1.93 Million
-13,950 Reduced 7.77%
165,701 $23 Million
Q1 2025

May 06, 2025
SELL
$114.9 - $139.6 $2.54 Million - $3.09 Million
-22,125 Reduced 10.97%
179,651 $21.1 Million
Q4 2024

Feb 13, 2025
BUY
$116.4 - $138.52 $127,807 - $152,094
1,098 Added 0.55%
201,776 $25.6 Million
Q3 2024

Nov 14, 2024
SELL
$103.87 - $117.59 $345,471 - $391,104
-3,326 Reduced 1.63%
200,678 $23.5 Million
Q2 2024

Aug 12, 2024
BUY
$105.7 - $113.43 $1.43 Million - $1.54 Million
13,536 Added 7.11%
204,004 $22.5 Million
Q1 2024

May 15, 2024
SELL
$100.66 - $114.14 $24.9 Million - $28.2 Million
-247,141 Reduced 56.48%
190,468 $21.7 Million
Q4 2023

Feb 14, 2024
BUY
$85.66 - $105.12 $17 Million - $20.9 Million
198,473 Added 83.0%
437,609 $45.7 Million
Q3 2023

Oct 11, 2023
SELL
$89.97 - $100.32 $7.5 Million - $8.36 Million
-83,365 Reduced 25.85%
239,136 $21.8 Million
Q2 2023

Jul 10, 2023
SELL
$87.72 - $96.63 $2.14 Million - $2.36 Million
-24,380 Reduced 7.03%
322,501 $31.2 Million
Q1 2023

Apr 14, 2023
SELL
$82.89 - $94.68 $102,783 - $117,403
-1,240 Reduced 0.36%
346,881 $31.6 Million
Q4 2022

Jan 31, 2023
SELL
$77.4 - $89.88 $768,659 - $892,598
-9,931 Reduced 2.77%
348,121 $29.1 Million
Q3 2022

Oct 25, 2022
BUY
$78.02 - $94.38 $6.95 Million - $8.41 Million
89,143 Added 33.15%
358,052 $28.1 Million
Q2 2022

Aug 03, 2022
SELL
$75.41 - $102.47 $1.89 Million - $2.57 Million
-25,044 Reduced 8.52%
268,909 $21.3 Million
Q1 2022

Apr 18, 2022
SELL
$89.52 - $114.03 $6.04 Million - $7.69 Million
-67,468 Reduced 18.67%
293,953 $29.5 Million
Q4 2021

Jan 20, 2022
BUY
$109.8 - $123.28 $782,105 - $878,123
7,123 Added 2.01%
361,421 $41.6 Million
Q3 2021

Nov 01, 2021
SELL
$109.39 - $119.47 $5.08 Million - $5.55 Million
-46,414 Reduced 11.58%
354,298 $39.7 Million
Q2 2021

Jul 21, 2021
BUY
$99.98 - $113.73 $789,941 - $898,580
7,901 Added 2.01%
400,712 $45.4 Million
Q1 2021

Apr 27, 2021
BUY
$96.94 - $112.05 $4.24 Million - $4.9 Million
43,717 Added 12.52%
392,811 $40.1 Million
Q4 2020

Feb 01, 2021
BUY
$86.54 - $104.78 $15.1 Million - $18.3 Million
174,548 Added 100.0%
349,094 $35.8 Million
Q3 2020

Nov 06, 2020
SELL
$79.56 - $90.13 $1.93 Million - $2.19 Million
-24,300 Reduced 12.22%
174,546 $30.2 Million
Q2 2020

Aug 05, 2020
BUY
$57.59 - $81.27 $85,578 - $120,767
1,486 Added 0.75%
198,846 $31.4 Million
Q1 2020

May 07, 2020
BUY
$52.32 - $81.58 $23,962 - $37,363
458 Added 0.23%
197,360 $24 Million
Q4 2019

Jan 15, 2020
BUY
$68.8 - $76.63 $1.33 Million - $1.48 Million
19,265 Added 10.85%
196,902 $30 Million
Q3 2019

Nov 05, 2019
SELL
$70.16 - $72.24 $2.47 Million - $2.54 Million
-35,212 Reduced 16.54%
177,637 $25.1 Million
Q2 2019

Jul 22, 2019
BUY
N/A
116,938 Added 121.92%
212,849 $30.4 Million
Q1 2019

May 14, 2019
BUY
N/A
89,479 Added 1391.15%
95,911 $13 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-142,963 Reduced 95.69%
6,432 $731,000
Q3 2018

Nov 14, 2018
BUY
N/A
17,778 Added 13.51%
149,395 $20.3 Million
Q2 2018

Aug 15, 2018
BUY
N/A
21,969 Added 20.04%
131,617 $16.7 Million
Q1 2018

May 14, 2018
BUY
N/A
28,417 Added 34.98%
109,648 $13.5 Million
Q4 2017

Feb 06, 2018
BUY
N/A
12,262 Added 17.78%
81,231 $9.8 Million
Q3 2017

Nov 08, 2017
BUY
N/A
20,043 Added 40.97%
68,969 $7.81 Million
Q2 2017

Aug 14, 2017
BUY
N/A
48,926
48,926 $5.29 Million

Others Institutions Holding IWP

# of Institutions
1,326
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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