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AOMAOM
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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES CORE 40/60 MODERATE

AE Wealth Management LLC holds 62,037 shares of AOM (ISHARES CORE 40/60 MODERATE), worth $3.1M as of 2026-Q2. The position was increased (+392.9% shares). AOM represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$3.1M

Current Shares

62,037

Total Value Change

+$2.4M

Total Shares Change

+46,712

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
62,037
+392.9%
$3.1M0.0%$49.48
43
2026-Q1
Decreased
12,586
-4.6%
$596,1850.0%$48.58
0
2025-Q4
Decreased
13,191
-50.1%
$629,5910.0%$47.89
0
2025-Q3
Decreased
26,449
-74.6%
$1.3M0.0%$46.70
0
2025-Q2
Increased
104,045
+452.1%
$4.8M0.0%$44.75
43
2025-Q1
Decreased
18,846
-4.1%
$826,9590.0%$42.50
0
2024-Q4
Increased
19,659
+28.3%
$853,9880.0%$42.13
31
2024-Q3
Decreased
15,325
-10.9%
$691,3240.0%$43.01
0

Other major holders of AOM: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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