Ishares Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBHH) 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 |
|---|---|---|---|
| 2025-12-31 | $223k | 9.4k | 23.67 |
| 2025-09-30 | $174k | 7.3k | 23.86 |
| 2025-06-30 | $19k | 800 | 23.73 |
| 2025-03-31 | $11k | 450 | 23.36 |
| 2024-12-31 | $11k | 450 | 23.37 |