Ishares Trust Barclays shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Trust Barclays
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Quarterly reported holdings in Ishares Trust Barclays by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 432k | 49.07 |
| 2025-06-30 | $19M | 398k | 48.72 |
| 2025-03-31 | $18M | 374k | 48.00 |
| 2024-12-31 | $17M | 351k | 47.20 |
| 2024-09-30 | $15M | 308k | 48.93 |
| 2024-06-30 | $16M | 331k | 46.96 |
| 2024-03-31 | $13M | 284k | 47.10 |
| 2023-12-31 | $12M | 248k | 46.59 |
| 2023-09-30 | $9.6M | 212k | 45.04 |
| 2023-06-30 | $6.9M | 152k | 45.86 |
| 2023-03-31 | $7.9M | 171k | 46.19 |
| 2022-12-31 | $6.7M | 145k | 45.91 |
| 2022-09-30 | $5.7M | 124k | 45.85 |
| 2022-06-30 | $6.3M | 131k | 48.11 |
| 2022-03-31 | $7.0M | 140k | 49.85 |
| 2021-12-31 | $7.9M | 148k | 53.03 |
| 2021-09-30 | $8.0M | 148k | 54.06 |
| 2021-06-30 | $7.6M | 139k | 54.38 |
| 2021-03-31 | $6.2M | 116k | 53.86 |
| 2020-12-31 | $5.1M | 92k | 55.33 |
| 2020-09-30 | $4.5M | 82k | 55.52 |
| 2020-06-30 | $4.5M | 81k | 54.91 |
| 2020-03-31 | $2.1M | 39k | 53.70 |
| 2019-09-30 | $288k | 5.4k | 53.41 |
| 2019-06-30 | $2.9M | 55k | 52.91 |
| 2019-03-31 | $1.2M | 24k | 51.64 |
| 2018-09-30 | $318k | 6.4k | 49.72 |