Ae Wealth Management LLC Ishares U.S. Consumer Staples Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Ae Wealth Management LLC holds 305 shares of IYK stock, worth $20,724. This represents 0.0% of its overall portfolio holdings.

Number of Shares
305
Previous 2,333 86.93%
Holding current value
$20,724
Previous $164,000 87.8%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$67.65 - $71.68 $137,194 - $145,367
-2,028 Reduced 86.93%
305 $20,000
Q2 2025

Aug 06, 2025
BUY
$67.29 - $72.42 $90,976 - $97,911
1,352 Added 137.82%
2,333 $164,000
Q1 2025

May 06, 2025
SELL
$63.29 - $71.8 $31,898 - $36,187
-504 Reduced 33.94%
981 $70,000
Q4 2024

Feb 13, 2025
BUY
$65.32 - $70.92 $97,000 - $105,316
1,485 New
1,485 $97,000
Q4 2023

Feb 14, 2024
BUY
$178.71 - $194.11 $644,606 - $700,154
3,607 Added 23.93%
18,682 $3.58 Million
Q3 2023

Oct 11, 2023
SELL
$186.51 - $205.29 $172,335 - $189,687
-924 Reduced 5.78%
15,075 $2.81 Million
Q2 2023

Jul 10, 2023
BUY
$194.31 - $207.61 $158,362 - $169,202
815 Added 5.37%
15,999 $3.2 Million
Q1 2023

Apr 14, 2023
SELL
$190.43 - $204.74 $423,325 - $455,137
-2,223 Reduced 12.77%
15,184 $3.03 Million
Q4 2022

Jan 31, 2023
SELL
$59.77 - $210.04 $766,131 - $2.69 Million
-12,818 Reduced 42.41%
17,407 $3.53 Million
Q3 2022

Oct 25, 2022
BUY
$59.94 - $207.27 $23,496 - $81,249
392 Added 1.31%
30,225 $5.44 Million
Q2 2022

Aug 03, 2022
SELL
$185.26 - $213.41 $757,713 - $872,846
-4,090 Reduced 12.06%
29,833 $5.82 Million
Q1 2022

Apr 18, 2022
BUY
$189.45 - $204.68 $6.43 Million - $6.94 Million
33,923 New
33,923 $6.8 Million
Q4 2020

Feb 01, 2021
SELL
$144.79 - $173.41 $932,158 - $1.12 Million
-6,438 Closed
0 $0
Q3 2020

Nov 06, 2020
BUY
$127.97 - $154.59 $823,870 - $995,250
6,438 New
6,438 $962,000
Q4 2019

Jan 15, 2020
SELL
$123.25 - $133.8 $313,178 - $339,985
-2,541 Closed
0 $0
Q3 2019

Nov 05, 2019
SELL
$119.38 - $126.9 $3.37 Million - $3.58 Million
-28,221 Reduced 91.74%
2,541 $321,000
Q2 2019

Jul 22, 2019
BUY
$115.24 - $123.53 $3.55 Million - $3.8 Million
30,762 New
30,762 $3.74 Million

Others Institutions Holding IYK

# of Institutions
276
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

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