Ae Wealth Management LLC Ishares Tr Ishares Morningstar Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	SELL	$23.48 - $24.3 $203,336 - $210,438	-8,660 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$23.24 - $24.06 $120,243 - $124,486	-5,174 Reduced 37.4%	8,660 $203,000
Q4 2020 Feb 01, 2021	SELL	$22.03 - $24.07 $63,115 - $68,960	-2,865 Reduced 17.16%	13,834 $333,000
Q3 2020 Nov 06, 2020	SELL	$22.15 - $23.13 $317,719 - $331,776	-14,344 Reduced 46.21%	16,699 $377,000
Q2 2020 Aug 05, 2020	BUY	$18.99 - $23.14 $95,994 - $116,972	5,055 Added 19.45%	31,043 $689,000
Q1 2020 May 07, 2020	SELL	$18.15 - $26.07 $466,237 - $669,686	-25,688 Reduced 49.71%	25,988 $520,000
Q4 2019 Jan 15, 2020	SELL	$24.57 - $25.69 $1.68 Million - $1.76 Million	-68,515 Reduced 57.01%	51,676 $1.32 Million
Q3 2019 Nov 05, 2019	BUY	$24.82 - $25.07 $2.98 Million - $3.01 Million	120,191 New	120,191 $3 Million

Others Institutions Holding IYLD

# of Institutions

58

Shares Held

1.26M

Call Options Held

0

Put Options Held

0

About ISHARES TR ISHARES MORNINGSTAR

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