Aries Wealth Management Closed Holding Positions

Aries Wealth Management

  • $359 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DVY
Ishares Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
56,887
$113.21 - $132.14 $6.44M - $7.52M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2022 Filed on Jul 27, 2022
20,349
$80.61 - $107.49 $1.64M - $2.19M
EFG
Msci Eafe Growth ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
43,096
$77.95 - $97.78 $3.36M - $4.21M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 27, 2022
2,892
$61.64 - $74.67 $178K - $216K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
1,879
$163.9 - $207.91 $308K - $391K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q2 2022 Filed on Jul 27, 2022
9,808
$30.34 - $38.42 $298K - $377K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q2 2022 Filed on Jul 27, 2022
15,703
$47.71 - $51.47 $749K - $808K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q2 2022 Filed on Jul 27, 2022
23,027
$23.73 - $24.6 $546K - $566K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
96,336
$73.1 - $82.57 $7.04M - $7.95M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Jul 27, 2022
18,448
$107.41 - $121.51 $1.98M - $2.24M
IGOV
Ishares 1 3 International Trea

ETFs
Q2 2022 Filed on Jul 27, 2022
98,930
$39.5 - $46.3 $3.91M - $4.58M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2022 Filed on Jul 27, 2022
276,882
$46.78 - $48.31 $13M - $13.4M
CMF
Ishares California Muni Bond E

ETFs
Q2 2022 Filed on Jul 27, 2022
77,455
$55.37 - $58.09 $4.29M - $4.5M
SRE
Sempra Energy

Utilities
Q2 2022 Filed on Jul 27, 2022
2,085
$139.49 - $172.67 $291K - $360K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Jul 27, 2022
14,876
$46.52 - $47.45 $692K - $706K
APH
Amphenol Corp

Technology
Q2 2022 Filed on Jul 27, 2022
4,451
$62.51 - $75.99 $278K - $338K
PSR
Invesco Actively

ETFs
Q2 2022 Filed on Jul 27, 2022
2,003
$91.8 - $116.42 $184K - $233K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2022 Filed on Jul 27, 2022
89,289
$18.5 - $22.75 $1.65M - $2.03M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2022 Filed on Jul 27, 2022
116,429
$16.74 - $18.47 $1.95M - $2.15M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
Q2 2022 Filed on Jul 27, 2022
49,702
$47.91 - $58.95 $2.38M - $2.93M
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
61,101
$20.18 - $23.39 $1.23M - $1.43M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2022 Filed on Jul 27, 2022
8,465
$40.27 - $44.02 $341K - $373K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Jul 27, 2022
26,781
$49.95 - $54.8 $1.34M - $1.47M
EMB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
72,709
$84.66 - $98.11 $6.16M - $7.13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2022 Filed on Jul 27, 2022
4,006
$70.31 - $80.24 $282K - $321K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Jul 27, 2022
5,090
$55.73 - $76.55 $284K - $390K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Jul 27, 2022
101,328
$43.35 - $54.51 $4.39M - $5.52M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2022 Filed on Jul 27, 2022
176,820
$60.91 - $76.4 $10.8M - $13.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
306,880
$20.18 - $25.97 $6.19M - $7.97M
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Jul 27, 2022
36,156
$37.88 - $48.01 $1.37M - $1.74M
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q2 2022 Filed on Jul 27, 2022
10,074
$48.46 - $58.2 $488K - $586K
IBND
Spdr Bloomberg International C

ETFs
Q2 2022 Filed on Jul 27, 2022
24,140
$27.26 - $31.83 $658K - $768K
SPMD
Spdr Portfolio

ETFs
Q2 2022 Filed on Jul 27, 2022
5,756
$38.67 - $47.45 $223K - $273K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
18,568
$58.95 - $70.77 $1.09M - $1.31M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
103,989
$46.62 - $50.36 $4.85M - $5.24M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Jul 27, 2022
80,654
$54.29 - $67.38 $4.38M - $5.43M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2022 Filed on Jul 27, 2022
69,563
$31.13 - $37.19 $2.17M - $2.59M
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Jul 27, 2022
8,197
$32.02 - $36.26 $262K - $297K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
36,887
$201.03 - $253.2 $7.42M - $9.34M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2022 Filed on Jul 27, 2022
64,270
$91.51 - $110.2 $5.88M - $7.08M
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Jul 27, 2022
25,275
$103.31 - $104.87 $2.61M - $2.65M
IYR
Ishares Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
118,411
$86.95 - $112.38 $10.3M - $13.3M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
Q2 2022 Filed on Jul 27, 2022
4,794
$46.75 - $50.46 $224K - $242K
SCHW
Schwab Charles Corp

Financial Services
Q2 2022 Filed on Jul 27, 2022
9,111
$59.99 - $83.83 $547K - $764K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q2 2022 Filed on Jul 27, 2022
9,581
$35.4 - $44.52 $339K - $427K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2022 Filed on Jul 27, 2022
134,993
$24.51 - $28.87 $3.31M - $3.9M
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2022 Filed on Jul 27, 2022
22,800
$31.0 - $38.49 $707K - $878K
MNMDXXXX
Mind Medicine Mindmed Inc
Q1 2022 Filed on Apr 25, 2022
10,000
N/A
Kirkland Lake Gold LTD
Q1 2022 Filed on Apr 25, 2022
5,305
N/A
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