AE Wealth Management »

Ishares Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $447k 11k 42.79
2023-09-30 $678k 17k 40.85
2023-06-30 $772k 18k 42.58
2023-03-31 $716k 17k 43.23
2022-12-31 $1.7M 40k 42.20
2022-09-30 $1.9M 45k 41.84
2022-06-30 $2.1M 48k 43.99
2022-03-31 $2.2M 48k 46.48
2021-12-31 $2.6M 53k 49.45
2021-09-30 $1.1M 22k 49.58
2021-06-30 $551k 11k 49.74