ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 21,936 Value ($000) $3,262 Avg Close — Range —
Q3 2025
Shares 21,698 Value ($000) $3,160 Avg Close — Range —
Q2 2025
Shares 20,928 Value ($000) $2,826 Avg Close — Range —
Q1 2025
Shares 15,500 Value ($000) $1,891 Avg Close — Range —
Q4 2024
Shares 16,010 Value ($000) $2,059 Avg Close — Range —
Q3 2024
Shares 15,859 Value ($000) $1,992 Avg Close — Range —
Q2 2024
Shares 16,397 Value ($000) $1,948 Avg Close — Range —
Q1 2024
Shares 19,092 Value ($000) $2,201 Avg Close — Range —
Q4 2023
Shares 145,711 Value ($000) $15,636 Avg Close — Range —
Q3 2023
Shares 143,366 Value ($000) $13,504 Avg Close — Range —
Q2 2023
Shares 110,828 Value ($000) $10,843 Avg Close — Range —
Q1 2023
Shares 109,549 Value ($000) $9,920 Avg Close — Range —
Q4 2022
Shares 290,314 Value ($000) $24,619 Avg Close — Range —
Q3 2022
Shares 457,565 Value ($000) $36,395 Avg Close — Range —
Q2 2022
Shares 621,832 Value ($000) $52,097 Avg Close — Range —
Q1 2022
Shares 321,541 Value ($000) $32,456 Avg Close — Range —
Q4 2021
Shares 541,023 Value ($000) $57,879 Avg Close — Range —
Q3 2021
Shares 231,389 Value ($000) $22,764 Avg Close — Range —
Q2 2021
Shares 99,371 Value ($000) $9,814 Avg Close — Range —
Q1 2021
Shares 100,926 Value ($000) $9,245 Avg Close — Range —
Q4 2020
Shares 116,907 Value ($000) $10,080 Avg Close — Range —
Q3 2020
Shares 294,916 Value ($000) $22,263 Avg Close — Range —
Q2 2020
Shares 327,633 Value ($000) $22,751 Avg Close — Range —
Q1 2020
Shares 462,547 Value ($000) $26,462 Avg Close — Range —
Q4 2019
Shares 551,393 Value ($000) $40,081 Avg Close — Range —
Q3 2019
Shares 492,517 Value ($000) $33,033 Avg Close — Range —
Q2 2019
Shares 522,956 Value ($000) $34,845 Avg Close — Range —
Q1 2019
Shares 275,283 Value ($000) $17,728 Avg Close — Range —
Q4 2018
Shares 146,287 Value ($000) $8,303 Avg Close — Range —
Q3 2018
Shares 301,764 Value ($000) $20,107 Avg Close — Range —
Q2 2018
Shares 163,318 Value ($000) $10,211 Avg Close — Range —
Q1 2018
Shares 145,107 Value ($000) $8,773 Avg Close — Range —
Q4 2017
Shares 145,218 Value ($000) $8,879 Avg Close — Range —
Q3 2017
Shares 145,310 Value ($000) $8,374 Avg Close — Range —
Q2 2017
Shares 143,448 Value ($000) $7,950 Avg Close — Range —
Q1 2017
Shares 120,136 Value ($000) $6,491 Avg Close — Range —
Q4 2016
Shares 98,772 Value ($000) $5,066 Avg Close — Range —