A detailed history of Ae Wealth Management LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,234 shares of IMCV stock, worth $253,610. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,234
Previous 3,211 0.72%
Holding current value
$253,610
Previous $225,000 9.78%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$69.7 - $76.81 $1,603 - $1,766
23 Added 0.72%
3,234 $247,000
Q2 2024

Aug 12, 2024

BUY
$68.22 - $72.74 $219,054 - $233,568
3,211 New
3,211 $225,000
Q2 2020

Aug 05, 2020

SELL
$32.91 - $48.11 $126,308 - $184,646
-3,838 Closed
0 $0
Q1 2020

May 07, 2020

BUY
$30.51 - $56.86 $39,540 - $73,690
1,296 Added 50.98%
3,838 $410,000
Q4 2019

Jan 15, 2020

BUY
$51.29 - $56.23 $130,379 - $142,936
2,542 New
2,542 $429,000

Others Institutions Holding IMCV

About ISHARES MORNINGSTAR MID CAP VA


  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.