Western Wealth Management, LLC Ishares Morningstar Mid Cap Va Transaction History

Western Wealth Management, LLC

  • $1.33 Billion
  • Q2 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Western Wealth Management, LLC holds 4,433 shares of IMCV stock, worth $326,224. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,433
Previous 4,595 3.53%
Holding current value
$326,224
Previous $333,000 6.61%
% of portfolio
0.02%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$68.22 - $72.74 $11,051 - $11,783
-162 Reduced 3.53%
4,433 $311,000
Q1 2024

May 02, 2024
SELL
$65.61 - $72.55 $110,159 - $121,811
-1,679 Reduced 26.76%
4,595 $333,000
Q4 2023

Jan 31, 2024
SELL
$57.47 - $68.03 $178,904 - $211,777
-3,113 Reduced 33.16%
6,274 $424,000
Q3 2023

Nov 07, 2023
SELL
$60.39 - $66.42 $80,016 - $88,006
-1,325 Reduced 12.37%
9,387 $568,000
Q2 2023

Aug 30, 2023
SELL
$58.79 - $63.7 $157,557 - $170,716
-2,680 Reduced 20.01%
10,712 $682,000
Q1 2023

Aug 30, 2023
BUY
$58.6 - $68.24 $30,647 - $35,689
523 Added 4.06%
13,392 $828,000
Q4 2022

Feb 02, 2023
SELL
$60.8 - $65.72 $802,742 - $867,701
-13,203 Reduced 50.64%
12,869 $798,000
Q3 2022

Nov 04, 2022
BUY
$57.87 - $66.86 $49,710 - $57,432
859 Added 3.41%
26,072 $1.46 Million
Q2 2022

Jul 18, 2022
SELL
$57.93 - $70.61 $122,174 - $148,916
-2,109 Reduced 7.72%
25,213 $1.5 Million
Q1 2022

May 10, 2022
BUY
$64.78 - $70.05 $1.56 Million - $1.69 Million
24,121 Added 753.55%
27,322 $1.88 Million
Q4 2021

Feb 14, 2022
SELL
$63.47 - $68.54 $43,667 - $47,155
-688 Reduced 17.69%
3,201 $218,000
Q2 2021

Aug 09, 2021
BUY
$62.13 - $66.67 $241,623 - $259,279
3,889 New
3,889 $250,000
Q3 2019

Nov 08, 2019
SELL
$49.89 - $54.23 $69,746 - $75,813
-1,398 Closed
0 $0
Q2 2019

Aug 06, 2019
BUY
$49.25 - $53.39 $68,851 - $74,639
1,398 New
1,398 $220,000
Q1 2019

May 10, 2019
SELL
$46.28 - $52.78 $114,728 - $130,841
-2,479 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
$44.07 - $53.87 $109,249 - $133,543
2,479 New
2,479 $343,000

Others Institutions Holding IMCV

# of Institutions
135
Shares Held
5.32M
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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