Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 45,709 shares of SHV (ISHARES TR), worth $5M as of 2026-Q1. The position was increased (+266.3% shares). SHV represents 0.0% of AE Wealth Management LLC's portfolio.
Current Value
$5M
Current Shares
45,709
Total Value Change
+$690,512
Total Shares Change
+6,295
Other major holders of SHV: BlackRock, Inc.
Increased |
| 45,709 |
+266.3% |
| $5M |
| 0.0% |
| $110.11 |
43 |
| 2025-Q4 | Decreased | 12,480 | -66.6% | $1.4M | 0.0% | $109.78 | 0 |
| 2025-Q3 | Decreased | 37,379 | -9.0% | $4.1M | 0.0% | $108.70 | 0 |
| 2025-Q2 | Increased | 41,095 | +85.1% | $4.5M | 0.0% | $107.52 | 42 |
| 2025-Q1 | Decreased | 22,197 | -55.0% | $2.5M | 0.0% | $106.43 | 0 |
| 2024-Q4 | Increased | 49,285 | +10.8% | $5.4M | 0.0% | $105.37 | 30 |
| 2024-Q3 | Increased | 44,473 | +12.8% | $4.9M | 0.0% | $104.19 | 30 |
| 2024-Q2 | Increased | 39,414 | +36.6% | $4.4M | 0.0% | $102.73 | 35 |