Ishares Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDV) 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 csv Download as ExcelQuarterly reported holdings in Ishares Tr by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $469k | 22k | 21.45 |
2023-09-30 | $1.0M | 51k | 20.38 |