Ishares Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $833k | 20k | 41.28 |
| 2023-09-30 | $771k | 22k | 34.66 |
| 2023-06-30 | $897k | 25k | 35.95 |
| 2023-03-31 | $742k | 22k | 33.07 |
| 2022-12-31 | $790k | 26k | 30.66 |
| 2022-09-30 | $803k | 29k | 28.03 |
| 2022-06-30 | $872k | 29k | 29.85 |
| 2022-03-31 | $1.2M | 34k | 35.69 |
| 2021-12-31 | $1.5M | 37k | 39.43 |
| 2021-09-30 | $756k | 21k | 36.13 |
| 2021-06-30 | $354k | 9.8k | 36.26 |