Ishares Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBHF) 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 | $2.3M | 97k | 23.39 |
| 2025-06-30 | $767k | 33k | 23.23 |
| 2025-03-31 | $755k | 33k | 23.22 |
| 2024-12-31 | $718k | 31k | 23.15 |
| 2024-09-30 | $722k | 31k | 23.41 |
| 2024-06-30 | $582k | 25k | 22.91 |
| 2024-03-31 | $929k | 40k | 23.06 |
| 2023-12-31 | $1.8M | 77k | 23.00 |