Ishares Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr 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 by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $452k | 7.0k | 64.24 |
2023-09-30 | $415k | 7.3k | 57.09 |
2023-06-30 | $473k | 7.8k | 60.91 |
2023-03-31 | $414k | 6.9k | 59.59 |
2022-12-31 | $464k | 8.6k | 54.27 |
2022-09-30 | $441k | 9.5k | 46.60 |
2022-06-30 | $494k | 9.5k | 52.15 |
2022-03-31 | $562k | 9.2k | 61.02 |
2021-12-31 | $676k | 9.8k | 68.80 |
2021-09-30 | $365k | 5.4k | 67.74 |
2021-06-30 | $229k | 3.4k | 67.81 |