Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 137 shares of IEZ stock, worth $2,835. This represents 0.0% of its overall portfolio holdings.

Number of Shares

137

Previous 53 158.49%

Holding current value

$2,835

Previous $1,000 100.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$17.86 - $21.13 $1,500 - $1,774	84 Added 158.49%	137 $2,000
Q2 2025 Aug 06, 2025	SELL	$14.77 - $19.84 $1,713 - $2,301	-116 Reduced 68.64%	53 $0
Q1 2025 May 06, 2025	SELL	$18.42 - $22.2 $92 - $111	-5 Reduced 2.87%	169 $3,000
Q4 2024 Feb 13, 2025	BUY	$18.93 - $22.09 $3,293 - $3,843	174 New	174 $3,000
Q2 2021 Jul 21, 2021	SELL	$12.23 - $17.07 $1.12 Million - $1.57 Million	-91,803 Closed	0 $0

Q1 2021 Apr 27, 2021	BUY	$11.38 - $15.9 $1.04 Million - $1.46 Million	91,803 New	91,803 $1.23 Million
Q3 2020 Nov 06, 2020	SELL	$7.21 - $10.21 $826,467 - $1.17 Million	-114,628 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$5.54 - $11.92 $635,039 - $1.37 Million	114,628 New	114,628 $987,000

Others Institutions Holding IEZ

# of Institutions

Shares Held

2.57M

Call Options Held

37.6K

Put Options Held

10.4K

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Ishares Tr Transaction History