AE Wealth Management LLC
Position in IEZ — iShares U.S. Oil Equipment & Services ETF
CIK 1697723
TOPEKA, KS
All Filings in IEZ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IEZ | $3,966 | 137 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 IEZ | $2,859 | 137 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 IEZ | $1,022 | 53 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 IEZ | $899 | 53 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 IEZ | $3,295 | 169 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 IEZ | $3,446 | 174 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 IEZ | $1,231,078 | 91,803 | Shares | Sole | 2021-04-27 | |
| 2020-06-30 IEZ | $986,947 | 114,628 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||