ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 28,456 Value ($000) $3,420 Avg Close Range
Q3 2025
Shares 28,867 Value ($000) $3,430 Avg Close Range
Q2 2025
Shares 23,133 Value ($000) $2,528 Avg Close Range
Q1 2025
Shares 52,489 Value ($000) $5,489 Avg Close Range
Q4 2024
Shares 60,254 Value ($000) $6,943 Avg Close Range
Q3 2024
Shares 97,784 Value ($000) $11,437 Avg Close Range
Q2 2024
Shares 101,342 Value ($000) $10,809 Avg Close Range
Q1 2024
Shares 43,347 Value ($000) $4,791 Avg Close Range
Q4 2023
Shares 633,066 Value ($000) $67,105 Avg Close Range
Q3 2023
Shares 697,803 Value ($000) $65,824 Avg Close Range
Q2 2023
Shares 572,110 Value ($000) $57,011 Avg Close Range
Q1 2023
Shares 556,043 Value ($000) $53,769 Avg Close Range
Q4 2022
Shares 518,877 Value ($000) $49,107 Avg Close Range
Q3 2022
Shares 481,805 Value ($000) $42,009 Avg Close Range
Q2 2022
Shares 323,332 Value ($000) $29,879 Avg Close Range
Q1 2022
Shares 376,732 Value ($000) $40,642 Avg Close Range
Q4 2021
Shares 405,520 Value ($000) $46,436 Avg Close Range
Q3 2021
Shares 573,180 Value ($000) $62,586 Avg Close Range
Q2 2021
Shares 496,946 Value ($000) $56,145 Avg Close Range
Q1 2021
Shares 431,461 Value ($000) $46,826 Avg Close Range
Q4 2020
Shares 306,545 Value ($000) $28,172 Avg Close Range
Q3 2020
Shares 263,200 Value ($000) $18,485 Avg Close Range
Q2 2020
Shares 281,465 Value ($000) $19,221 Avg Close Range
Q1 2020
Shares 150,759 Value ($000) $8,459 Avg Close Range
Q4 2019
Shares 237,845 Value ($000) $19,943 Avg Close Range
Q3 2019
Shares 79,756 Value ($000) $6,208 Avg Close Range
Q2 2019
Shares 75,420 Value ($000) $5,904 Avg Close Range
Q1 2019
Shares 59,644 Value ($000) $4,602 Avg Close Range
Q4 2018
Shares 71,676 Value ($000) $4,969 Avg Close Range
Q3 2018
Shares 177,555 Value ($000) $15,490 Avg Close Range
Q2 2018
Shares 100,308 Value ($000) $8,372 Avg Close Range
Q1 2018
Shares 92,743 Value ($000) $7,142 Avg Close Range
Q4 2017
Shares 83,726 Value ($000) $6,431 Avg Close Range
Q3 2017
Shares 61,136 Value ($000) $4,538 Avg Close Range
Q2 2017
Shares 49,274 Value ($000) $3,455 Avg Close Range
Q1 2017
Shares 45,258 Value ($000) $3,130 Avg Close Range
Q4 2016
Shares 3,015 Value ($000) $415 Avg Close Range