Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 506,948 shares of IVV (ISHARES TR), worth $347.2M as of 2025-Q4. The position was increased (++8.6% shares). IVV represents 2.0% of AE Wealth Management LLC's portfolio.
Current Value
$347.2M
Current Shares
506,948
Total Value Change
+$190.4M
Total Shares Change
+220,338
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 506,948 |
+8.6% |
| $347.2M |
| 2.0% |
| $689.92 |
53 |
| 2025-Q3 | Increased | 466,917 | +15.7% | $312.5M | 2.0% | $664.41 | 56 |
| 2025-Q2 | Increased | 403,627 | +20.8% | $250.6M | 1.8% | $613.43 | 58 |
| 2025-Q1 | Increased | 334,268 | +9.2% | $187.8M | 1.6% | $552.75 | 53 |
| 2024-Q4 | Decreased | 306,013 | -3.1% | $180.1M | 1.5% | $583.48 | 0 |
| 2024-Q3 | Increased | 315,893 | +10.2% | $182.2M | 1.7% | $564.81 | 53 |
| 2024-Q2 | Decreased | 286,610 | -9.1% | $156.8M | 1.6% | $536.31 | 0 |