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

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

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 2,608 shares of IMCV stock, worth $208,692. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,608

Previous 2,801 6.89%

Holding current value

$208,692

Previous $212,000 1.42%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$76.29 - $80.63 $14,723 - $15,561	-193 Reduced 6.89%	2,608 $209,000
Q2 2025 Aug 08, 2025	BUY	$65.1 - $75.98 $65 - $75	1 Added 0.04%	2,801 $212,000
Q1 2025 Apr 23, 2025	SELL	$71.9 - $77.57 $29,982 - $32,346	-417 Reduced 12.96%	2,800 $207,000
Q4 2024 Apr 15, 2025	BUY	$73.19 - $81.02 $235,452 - $260,641	3,217 New	3,217 $238,000
Q3 2024 Nov 12, 2024	BUY	$69.7 - $76.81 $2,857 - $3,149	41 Added 0.92%	4,474 $342,000

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	$56.85 - $65.72 $750,590 - $867,701	-13,203 Reduced 50.64%	12,869 $798,000
Q3 2022 Nov 04, 2022	BUY	$55.94 - $66.86 $48,052 - $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

172

Shares Held

7.66M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

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