ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 7,768 Value ($000) $696 Avg Close Range
Q3 2025
Shares 8,074 Value ($000) $712 Avg Close Range
Q2 2025
Shares 8,287 Value ($000) $691 Avg Close Range
Q1 2025
Shares 8,420 Value ($000) $644 Avg Close Range
Q4 2024
Shares 8,304 Value ($000) $636 Avg Close Range
Q3 2024
Shares 7,444 Value ($000) $587 Avg Close Range
Q2 2024
Shares 8,577 Value ($000) $641 Avg Close Range
Q1 2024
Shares 10,871 Value ($000) $799 Avg Close Range
Q4 2023
Shares 41,537 Value ($000) $2,883 Avg Close Range
Q3 2023
Shares 40,321 Value ($000) $2,560 Avg Close Range
Q2 2023
Shares 40,722 Value ($000) $2,701 Avg Close Range
Q1 2023
Shares 40,395 Value ($000) $2,569 Avg Close Range
Q4 2022
Shares 38,930 Value ($000) $2,326 Avg Close Range
Q3 2022
Shares 38,850 Value ($000) $2,154 Avg Close Range
Q2 2022
Shares 38,660 Value ($000) $2,315 Avg Close Range
Q1 2022
Shares 37,460 Value ($000) $2,583 Avg Close Range
Q4 2021
Shares 33,296 Value ($000) $2,425 Avg Close Range
Q3 2021
Shares 28,705 Value ($000) $2,004 Avg Close Range
Q2 2021
Shares 32,315 Value ($000) $2,283 Avg Close Range
Q1 2021
Shares 32,859 Value ($000) $2,199 Avg Close Range
Q4 2020
Shares 30,006 Value ($000) $1,926 Avg Close Range
Q3 2020
Shares 24,208 Value ($000) $1,404 Avg Close Range
Q2 2020
Shares 21,662 Value ($000) $1,189 Avg Close Range
Q1 2020
Shares 22,342 Value ($000) $1,060 Avg Close Range
Q4 2019
Shares 48,998 Value ($000) $2,842 Avg Close Range
Q3 2019
Shares 18,422 Value ($000) $1,012 Avg Close Range
Q2 2019
Shares 14,339 Value ($000) $791 Avg Close Range
Q1 2019
Shares 5,750 Value ($000) $308 Avg Close Range
Q3 2018
Shares 4,506 Value ($000) $246 Avg Close Range
Q4 2017
Shares 7,017 Value ($000) $378 Avg Close Range
Q3 2017
Shares 3,979 Value ($000) $213 Avg Close Range