ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

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

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

Q4 2025
Shares 16,847 Value ($000) $1,095 Avg Close Range
Q3 2025
Shares 17,264 Value ($000) $1,111 Avg Close Range
Q2 2025
Shares 23,705 Value ($000) $1,459 Avg Close Range
Q1 2025
Shares 26,900 Value ($000) $1,549 Avg Close Range
Q4 2024
Shares 22,137 Value ($000) $1,269 Avg Close Range
Q3 2024
Shares 15,884 Value ($000) $941 Avg Close Range
Q2 2024
Shares 15,897 Value ($000) $895 Avg Close Range
Q1 2024
Shares 17,367 Value ($000) $967 Avg Close Range
Q4 2023
Shares 31,141 Value ($000) $1,658 Avg Close Range
Q3 2023
Shares 168,771 Value ($000) $8,339 Avg Close Range
Q2 2023
Shares 28,592 Value ($000) $1,471 Avg Close Range
Q1 2023
Shares 29,081 Value ($000) $1,455 Avg Close Range
Q4 2022
Shares 28,730 Value ($000) $1,355 Avg Close Range
Q3 2022
Shares 29,417 Value ($000) $1,317 Avg Close Range
Q2 2022
Shares 30,585 Value ($000) $1,468 Avg Close Range
Q1 2022
Shares 33,522 Value ($000) $1,809 Avg Close Range
Q4 2021
Shares 41,039 Value ($000) $2,343 Avg Close Range
Q3 2021
Shares 952,783 Value ($000) $52,851 Avg Close Range
Q2 2021
Shares 37,535 Value ($000) $2,102 Avg Close Range
Q1 2021
Shares 858,340 Value ($000) $45,973 Avg Close Range
Q4 2020
Shares 25,354 Value ($000) $1,323 Avg Close Range
Q3 2020
Shares 17,962 Value ($000) $870 Avg Close Range
Q2 2020
Shares 15,949 Value ($000) $740 Avg Close Range
Q1 2020
Shares 17,213 Value ($000) $712 Avg Close Range
Q4 2019
Shares 43,760 Value ($000) $2,093 Avg Close Range
Q3 2019
Shares 20,083 Value ($000) $925 Avg Close Range
Q2 2019
Shares 19,392 Value ($000) $892 Avg Close Range
Q1 2019
Shares 16,386 Value ($000) $732 Avg Close Range
Q4 2018
Shares 14,960 Value ($000) $618 Avg Close Range
Q3 2018
Shares 13,671 Value ($000) $617 Avg Close Range
Q2 2018
Shares 18,793 Value ($000) $834 Avg Close Range
Q1 2018
Shares 11,090 Value ($000) $494 Avg Close Range
Q4 2017
Shares 25,279 Value ($000) $1,136 Avg Close Range
Q3 2017
Shares 10,707 Value ($000) $480 Avg Close Range