Ae Wealth Management LLC Ishares Morningstar Mid Cap Va Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

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 $217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 3,234 99.91%
Holding current value
$217
Previous $247,000 100.0%
% 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
150
Shares Held
5.58M
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
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