Icon Wealth Advisors, LLC Ishares Msci Usa Size Factor E Transaction History

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 842 shares of SIZE stock, worth $125,937. This represents 0.01% of its overall portfolio holdings.

Number of Shares
842
Previous 947 11.09%
Holding current value
$125,937
Previous $140,000 12.86%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$141.68 - $155.75 $14,876 - $16,353
-105 Reduced 11.09%
842 $122,000
Q3 2024

Nov 14, 2024
SELL
$135.03 - $149.22 $391,722 - $432,887
-2,901 Reduced 75.39%
947 $140,000
Q3 2024

Nov 12, 2024
BUY
$135.03 - $149.22 $391,722 - $432,887
2,901 Added 306.34%
3,848 $572,000
Q4 2023

Feb 14, 2024
BUY
$110.3 - $132.81 $104,454 - $125,771
947 New
947 $124,000

Others Institutions Holding SIZE

# of Institutions
73
Shares Held
1.82M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SIZE FACTOR E

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