Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 710,568 shares of IVW (ISHARES TR), worth $87.6M as of 2025-Q4. The position was increased (++2.5% shares). IVW represents 0.5% of AE Wealth Management LLC's portfolio.
Current Value
$87.6M
Current Shares
710,568
Total Value Change
+$10.6M
Total Shares Change
-121,590
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 710,568 |
+2.5% |
| $87.6M |
| 0.5% |
| $124.16 |
43 |
| 2025-Q3 | Increased | 693,299 | +4.1% | $83.7M | 0.5% | $120.03 | 44 |
| 2025-Q2 | Decreased | 666,017 | -8.7% | $73.3M | 0.5% | $109.25 | 0 |
| 2025-Q1 | Decreased | 729,467 | -3.8% | $67.7M | 0.6% | $92.24 | 0 |
| 2024-Q4 | Decreased | 758,448 | -5.0% | $77M | 0.7% | $101.96 | 0 |
| 2024-Q3 | Decreased | 798,495 | -4.0% | $76.5M | 0.7% | $94.72 | 0 |
| 2024-Q2 | Increased | 832,158 | +82.7% | $77M | 0.8% | $91.87 | 65 |