Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 10,586 shares of USIG (ISHARES TR), worth $542,333 as of 2026-Q1. The position was decreased (-30.5% shares). USIG represents 0.0% of AE Wealth Management LLC's portfolio.
Current Value
$542,333
Current Shares
10,586
Total Value Change
-$35.7M
Total Shares Change
-711,461
Other major holders of USIG: BANK OF AMERICA CORP /DE/, UBS Group AG, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 10,586 |
-30.5% |
| $542,333 |
| 0.0% |
| $51.98 |
0 |
| 2025-Q4 | Increased | 15,230 | +32.7% | $788,470 | 0.0% | $51.74 | 32 |
| 2025-Q3 | Increased | 11,479 | +4.8% | $599,410 | 0.0% | $51.22 | 26 |
| 2025-Q2 | Decreased | 10,950 | -98.5% | $563,284 | 0.0% | $49.67 | 0 |
| 2025-Q1 | Decreased | 744,128 | -5.7% | $38M | 0.3% | $48.86 | 0 |
| 2024-Q4 | Increased | 789,085 | +1.9% | $39.7M | 0.3% | $47.89 | 35 |
| 2024-Q3 | Increased | 774,176 | +7.2% | $40.7M | 0.4% | $49.34 | 37 |
| 2024-Q2 | Increased | 722,047 | +6.2% | $36.3M | 0.4% | $46.51 | 37 |