iShares S&P 500 Index shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $353M | 721k | 489.82 |
| 2023-09-30 | $308M | 716k | 429.43 |
| 2023-06-30 | $323M | 725k | 445.71 |
| 2023-03-31 | $330M | 803k | 411.08 |
| 2022-12-31 | $281M | 730k | 384.21 |
| 2022-09-30 | $258M | 719k | 358.65 |
| 2022-06-30 | $301M | 795k | 379.15 |
| 2022-03-31 | $358M | 788k | 453.69 |
| 2021-12-31 | $340M | 714k | 476.99 |
| 2021-09-30 | $281M | 652k | 430.82 |
| 2021-06-30 | $234M | 543k | 429.92 |
| 2021-03-31 | $179M | 450k | 397.82 |
| 2020-12-31 | $152M | 406k | 375.39 |
| 2020-09-30 | $97M | 289k | 336.06 |
| 2020-06-30 | $89M | 287k | 309.69 |
| 2020-03-31 | $73M | 282k | 258.40 |
| 2019-12-31 | $83M | 256k | 323.24 |
| 2019-09-30 | $44M | 147k | 298.52 |
| 2019-06-30 | $87M | 296k | 294.75 |
| 2019-03-31 | $33M | 117k | 284.56 |
| 2018-12-31 | $9.2M | 37k | 251.61 |
| 2018-09-30 | $17M | 57k | 292.74 |
| 2018-06-30 | $9.3M | 34k | 273.06 |
| 2018-03-31 | $7.7M | 29k | 265.37 |
| 2017-12-31 | $14M | 50k | 268.86 |
| 2017-09-30 | $10M | 39k | 252.92 |
| 2017-06-30 | $11M | 45k | 243.41 |
| 2017-03-31 | $8.2M | 35k | 237.27 |
| 2016-12-31 | $7.9M | 35k | 224.98 |