Ae Wealth Management LLC Ishares Morningstar Mid Cap Et Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,176 shares of IMCB stock, worth $95,961. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,176
Previous 1,348 12.76%
Holding current value
$95,961
Previous $107,000 9.35%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$79.58 - $83.45 $13,687 - $14,353
-172 Reduced 12.76%
1,176 $97,000
Q2 2025

Aug 06, 2025
BUY
$65.41 - $79.66 $43,563 - $53,053
666 Added 97.65%
1,348 $107,000
Q1 2025

May 06, 2025
BUY
$72.01 - $79.94 $37,013 - $41,089
514 Added 305.95%
682 $50,000
Q4 2024

Feb 13, 2025
BUY
$75.22 - $82.17 $12,636 - $13,804
168 New
168 $12,000
Q1 2020

May 07, 2020
SELL
$32.1 - $54.4 $114,404 - $193,881
-3,564 Closed
0 $0
Q4 2019

Jan 15, 2020
SELL
$47.88 - $52.39 $243,852 - $266,822
-5,093 Reduced 58.83%
3,564 $747,000
Q3 2019

Nov 05, 2019
BUY
$49.18 - $50.15 $425,751 - $434,148
8,657 New
8,657 $1.71 Million

Others Institutions Holding IMCB

# of Institutions
217
Shares Held
9.53M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP ET

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