Ishares Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBHG) 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 | $953k | 42k | 22.49 |
| 2025-06-30 | $855k | 38k | 22.54 |
| 2025-03-31 | $802k | 36k | 22.33 |
| 2024-12-31 | $673k | 30k | 22.24 |
| 2024-09-30 | $510k | 23k | 22.60 |
| 2024-06-30 | $212k | 9.6k | 22.03 |