Ishares Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr (TLTW) 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 csvQuarterly reported holdings in Ishares Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $71k | 3.0k | 23.38 |
| 2025-06-30 | $31k | 1.3k | 23.18 |
| 2025-03-31 | $270k | 11k | 24.06 |
| 2024-12-31 | $22k | 925 | 23.52 |