Ishares Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr (HYGW) 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 |
|---|---|---|---|
| 2025-09-30 | $153k | 5.0k | 30.37 |
| 2025-06-30 | $210k | 6.8k | 30.61 |
| 2025-03-31 | $4.3M | 136k | 31.45 |
| 2024-12-31 | $3.0M | 95k | 31.77 |
| 2024-09-30 | $2.8M | 86k | 32.82 |
| 2024-06-30 | $1.6M | 48k | 32.75 |
| 2024-03-31 | $4.8M | 144k | 33.59 |
| 2023-12-31 | $2.0M | 58k | 33.73 |
| 2023-09-30 | $1.6M | 47k | 34.50 |
| 2023-06-30 | $471k | 13k | 35.72 |