Ae Wealth Management LLC Ishare Morningstar Mid Cap Gro Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,231 shares of IMCG stock, worth $87,671. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,231
Holding current value
$87,671
% of portfolio
0.0%

Shares

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

Feb 13, 2025
BUY
$72.18 - $81.41 $88,853 - $100,215
1,231 New
1,231 $92,000
Q4 2023

Feb 14, 2024
BUY
$53.24 - $64.9 $57,818 - $70,481
1,086 Added 18.5%
6,955 $448,000
Q3 2023

Oct 11, 2023
BUY
$56.42 - $63.15 $331,128 - $370,627
5,869 New
5,869 $335,000
Q1 2023

Apr 14, 2023
BUY
$53.41 - $60.85 $570,846 - $650,364
10,688 New
10,688 $615,000
Q2 2022

Aug 03, 2022
SELL
$49.67 - $65.18 $7.04 Million - $9.24 Million
-141,728 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$58.98 - $72.55 $7.09 Million - $8.72 Million
120,147 Added 556.73%
141,728 $9.11 Million
Q4 2021

Jan 20, 2022
BUY
$68.19 - $76.33 $33,344 - $37,325
489 Added 2.32%
21,581 $1.58 Million
Q3 2021

Nov 01, 2021
BUY
$67.2 - $73.35 $78,825 - $86,039
1,173 Added 5.89%
21,092 $1.45 Million
Q2 2021

Jul 21, 2021
BUY
$62.47 - $69.22 $1.05 Million - $1.16 Million
16,729 Added 524.42%
19,919 $1.37 Million
Q1 2021

Apr 27, 2021
SELL
$59.71 - $69.62 $4.46 Million - $5.2 Million
-74,758 Reduced 95.91%
3,190 $1.21 Million
Q4 2020

Feb 01, 2021
BUY
$53.63 - $65.01 $3.99 Million - $4.84 Million
74,437 Added 2120.11%
77,948 $29.8 Million
Q3 2020

Nov 06, 2020
BUY
$49.18 - $55.94 $8,360 - $9,509
170 Added 5.09%
3,511 $1.13 Million
Q2 2020

Aug 05, 2020
SELL
$34.76 - $49.01 $4,066 - $5,734
-117 Reduced 3.38%
3,341 $980,000
Q1 2020

May 07, 2020
SELL
$31.41 - $47.63 $447,498 - $678,584
-14,247 Reduced 80.47%
3,458 $754,000
Q4 2019

Jan 15, 2020
BUY
$39.47 - $44.02 $698,816 - $779,374
17,705 New
17,705 $4.66 Million

Others Institutions Holding IMCG

# of Institutions
378
Shares Held
21.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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.

Choose your preferred platform and Sign Up 👇 Telegram Email