Wealth Enhancement Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 16,331 shares of IMCV stock, worth $1.31 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,331
Previous 16,662 1.99%
Holding current value
$1.31 Million
Previous $1.27 Million 3.72%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2025
SELL
$76.29 - $80.63 $25,251 - $26,688
-331 Reduced 1.99%
16,331 $1.31 Million
Q2 2025

Jul 10, 2025
SELL
$65.1 - $75.98 $80,268 - $93,683
-1,233 Reduced 6.89%
16,662 $1.27 Million
Q1 2025

Apr 16, 2025
SELL
$71.9 - $77.57 $148,689 - $160,414
-2,068 Reduced 10.36%
17,895 $1.33 Million
Q4 2024

Mar 17, 2025
BUY
$73.19 - $81.02 $278,268 - $308,038
3,802 Added 23.53%
19,963 $1.48 Million
Q4 2024

Jan 10, 2025
SELL
$73.19 - $81.02 $73 - $81
-1 Reduced 0.01%
16,161 $1.2 Million
Q3 2024

Oct 23, 2024
BUY
$69.7 - $76.81 $76,809 - $84,644
1,102 Added 7.32%
16,162 $1.24 Million
Q2 2024

Jul 16, 2024
BUY
$68.22 - $72.74 $171,505 - $182,868
2,514 Added 20.04%
15,060 $1.06 Million
Q1 2024

Apr 15, 2024
SELL
$65.61 - $72.55 $85,161 - $94,169
-1,298 Reduced 9.38%
12,546 $910,000
Q4 2023

Jan 30, 2024
BUY
$57.47 - $68.03 $24,539 - $29,048
427 Added 3.18%
13,844 $937,000
Q3 2023

Nov 13, 2023
BUY
$60.39 - $66.42 $810,252 - $891,157
13,417 New
13,417 $812,000

Others Institutions Holding IMCV

# of Institutions
172
Shares Held
7.65M
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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email