Ishares Tr s^p aggr all shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Tr s^p aggr all
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr s^p aggr all 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 s^p aggr all by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $587k | 7.4k | 78.91 |
2024-06-30 | $641k | 8.6k | 74.78 |
2024-03-31 | $799k | 11k | 73.46 |
2023-12-31 | $2.9M | 42k | 69.41 |
2023-09-30 | $2.6M | 40k | 63.49 |
2023-06-30 | $2.7M | 41k | 66.34 |
2023-03-31 | $2.6M | 40k | 63.59 |
2022-12-31 | $2.3M | 39k | 59.75 |
2022-09-30 | $2.2M | 39k | 55.44 |
2022-06-30 | $2.3M | 39k | 59.88 |
2022-03-31 | $2.6M | 38k | 68.95 |
2021-12-31 | $2.4M | 33k | 72.83 |
2021-09-30 | $2.0M | 29k | 69.81 |
2021-06-30 | $2.3M | 32k | 70.65 |
2021-03-31 | $2.2M | 33k | 66.92 |
2020-12-31 | $1.9M | 30k | 64.19 |
2020-09-30 | $1.4M | 24k | 58.00 |
2020-06-30 | $1.2M | 22k | 54.89 |
2020-03-31 | $1.1M | 22k | 47.44 |
2019-12-31 | $2.8M | 49k | 58.00 |
2019-09-30 | $1.0M | 18k | 54.93 |
2019-06-30 | $791k | 14k | 55.16 |
2019-03-31 | $308k | 5.8k | 53.57 |
2018-09-30 | $246k | 4.5k | 54.59 |
2017-12-31 | $378k | 7.0k | 53.87 |
2017-09-30 | $213k | 4.0k | 53.53 |