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

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

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 947 shares of SIZE stock, worth $146,605. This represents 0.01% of its overall portfolio holdings.

Number of Shares
947
Previous 947 -0.0%
Holding current value
$146,605
Previous $140,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1.75M
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
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email