Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 967,416 shares of SGOV (ISHARES TR), worth $97.4M as of 2026-Q1. The position was increased (+51.4% shares). SGOV represents 0.5% of AE Wealth Management LLC's portfolio.
Current Value
$97.4M
Current Shares
967,416
Total Value Change
+$46.4M
Total Shares Change
+461,499
Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC
Increased |
| 967,416 |
+51.4% |
| $97.4M |
| 0.5% |
| $100.40 |
59 |
| 2025-Q4 | Increased | 638,989 | +27.0% | $64.1M | 0.4% | $100.06 | 44 |
| 2025-Q3 | Increased | 503,305 | +513.4% | $50.7M | 0.3% | $99.07 | 57 |
| 2025-Q2 | Decreased | 82,053 | -11.3% | $8.3M | 0.1% | $98.01 | 0 |
| 2025-Q1 | Decreased | 92,551 | -12.8% | $9.3M | 0.1% | $96.99 | 0 |
| 2024-Q4 | Decreased | 106,109 | -80.8% | $10.6M | 0.1% | $95.97 | 0 |
| 2024-Q3 | Increased | 551,681 | +9.1% | $55.6M | 0.5% | $94.86 | 45 |
| 2024-Q2 | Increased | 505,917 | +12.8% | $51M | 0.5% | $93.60 | 47 |