AE Wealth Management LLC's ownership history for IVW


AE Wealth Management LLC currently holds 693.3K shares with a market value of $83.7M. It started holding IVW on 2024-09-30. At its peak, it held 798.5K shares on 2024-09-30. Its highest holding value was $83.7M on 2025-09-30. At its lowest, it held 666.0K shares on 2025-06-30, with a value of $67.7M on 2025-03-31. In the recent 180 days, AE Wealth Management LLC has decreased its shares by 36.2K. In the recent year, AE Wealth Management LLC has decreased its shares by 105.2K.


AE Wealth Management LLC's ownership history for IVW