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 17,300 shares of IYM stock, worth $2.51 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,300

Previous 15,805 9.46%

Holding current value

$2.51 Million

Previous $2.34 Million 6.96%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$139.22 - $151.57 $208,133 - $226,597	1,495 Added 9.46%	17,300 $2.51 Million
Q3 2025 Nov 03, 2025	BUY	$138.95 - $150.69 $9,031 - $9,794	65 Added 0.41%	15,805 $2.34 Million
Q2 2025 Aug 06, 2025	BUY	$116.16 - $140.01 $154,260 - $185,933	1,328 Added 9.21%	15,740 $2.2 Million
Q1 2025 May 06, 2025	BUY	$128.53 - $142.03 $1.76 Million - $1.95 Million	13,698 Added 1918.49%	14,412 $1.94 Million
Q4 2024 Feb 13, 2025	SELL	$129.15 - $153.25 $1.9 Million - $2.26 Million	-14,736 Reduced 95.38%	714 $92,000

Q3 2024 Nov 14, 2024	BUY	$136.13 - $151.64 $79,363 - $88,406	583 Added 3.92%	15,450 $2.32 Million
Q2 2024 Aug 12, 2024	BUY	$140.01 - $149.03 $179,632 - $191,205	1,283 Added 9.44%	14,867 $2.08 Million
Q1 2024 May 15, 2024	SELL	$130.2 - $147.73 $696,049 - $789,764	-5,346 Reduced 28.24%	13,584 $2.01 Million
Q4 2023 Feb 14, 2024	SELL	$119.29 - $139.6 $1.02 Million - $1.19 Million	-8,515 Reduced 31.03%	18,930 $2.62 Million
Q3 2023 Oct 11, 2023	BUY	$124.84 - $138.68 $1.01 Million - $1.12 Million	8,106 Added 41.92%	27,445 $3.47 Million
Q2 2023 Jul 10, 2023	BUY	$120.69 - $133.93 $268,052 - $297,458	2,221 Added 12.97%	19,339 $2.57 Million
Q1 2023 Apr 14, 2023	BUY	$124.32 - $140.43 $662,874 - $748,772	5,332 Added 45.24%	17,118 $2.27 Million
Q4 2022 Jan 31, 2023	SELL	$109.29 - $133.88 $2.94 Million - $3.6 Million	-26,902 Reduced 69.54%	11,786 $1.47 Million
Q3 2022 Oct 25, 2022	BUY	$106.58 - $130.61 $1.75 Million - $2.14 Million	16,379 Added 73.42%	38,688 $4.18 Million
Q2 2022 Aug 03, 2022	BUY	$117.72 - $154.02 $172,812 - $226,101	1,468 Added 7.04%	22,309 $2.63 Million
Q1 2022 Apr 18, 2022	BUY	$128.72 - $151.73 $1.92 Million - $2.26 Million	14,924 Added 252.22%	20,841 $3.12 Million
Q4 2021 Jan 20, 2022	SELL	$125.86 - $141.73 $450,075 - $506,826	-3,576 Reduced 37.67%	5,917 $830,000
Q3 2021 Nov 01, 2021	BUY	$122.85 - $135.99 $1.17 Million - $1.29 Million	9,493 New	9,493 $1.18 Million
Q1 2021 Apr 27, 2021	SELL	$111.16 - $126.89 $4.62 Million - $5.27 Million	-41,531 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$95.24 - $113.41 $3.96 Million - $4.71 Million	41,531 New	41,531 $4.71 Million

Others Institutions Holding IYM

# of Institutions

216

Shares Held

2.14M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Ae Wealth Management LLC Ishares Tr Transaction History