iShares S&P 1500 Index Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund 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 S&P 1500 Index Fund by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $16M | 146k | 107.31 |
2023-09-30 | $14M | 143k | 94.19 |
2023-06-30 | $11M | 111k | 97.84 |
2023-03-31 | $9.9M | 110k | 90.55 |
2022-12-31 | $25M | 290k | 84.80 |
2022-09-30 | $36M | 458k | 79.54 |
2022-06-30 | $52M | 622k | 83.78 |
2022-03-31 | $33M | 322k | 100.94 |
2021-12-31 | $58M | 541k | 106.98 |
2021-09-30 | $23M | 231k | 98.38 |
2021-06-30 | $9.8M | 99k | 98.76 |
2021-03-31 | $9.2M | 101k | 91.60 |
2020-12-31 | $10M | 117k | 86.22 |
2020-09-30 | $22M | 295k | 75.49 |
2020-06-30 | $23M | 328k | 69.44 |
2020-03-31 | $27M | 463k | 57.21 |
2019-12-31 | $40M | 551k | 72.69 |
2019-09-30 | $33M | 493k | 67.07 |
2019-06-30 | $35M | 523k | 66.63 |
2019-03-31 | $18M | 275k | 64.40 |
2018-12-31 | $8.3M | 146k | 56.76 |
2018-09-30 | $20M | 302k | 66.63 |
2018-06-30 | $10M | 163k | 62.52 |
2018-03-31 | $8.8M | 145k | 60.46 |
2017-12-31 | $8.9M | 145k | 61.14 |
2017-09-30 | $8.4M | 145k | 57.63 |
2017-06-30 | $7.9M | 143k | 55.42 |
2017-03-31 | $6.5M | 120k | 54.03 |
2016-12-31 | $5.1M | 99k | 51.29 |