Ae Wealth Management LLC Ishares Morningstar Mid Cap Va Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

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 shares of IMCV stock, worth $222. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 3 -0.0%
Holding current value
$222
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$73.19 - $81.02 $236,476 - $261,775
-3,231 Reduced 99.91%
3 $0
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

# of Institutions
161
Shares Held
5.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP VA

IMCV Quotes by TradingView
  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
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