Ae Wealth Management LLC Ishares Msci Usa Size Factor E Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Ae Wealth Management LLC holds 51 shares of SIZE stock, worth $7,634. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 50 2.0%

Holding current value

$7,634

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$141.68 - $155.75 $141 - $155	1 Added 2.0%	51 $7,000
Q4 2024 Feb 13, 2025	BUY	$146.95 - $158.89 $7,347 - $7,944	50 New	50 $7,000
Q1 2021 Apr 27, 2021	SELL	$109.42 - $121.99 $929,960 - $1.04 Million	-8,499 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$93.39 - $111.17 $793,721 - $944,833	8,499 New	8,499 $945,000
Q3 2020 Nov 06, 2020	SELL	$87.14 - $98.64 $1.95 Million - $2.21 Million	-22,427 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$67.45 - $95.16 $484,223 - $683,153	7,179 Added 47.08%	22,427 $1.96 Million
Q1 2020 May 07, 2020	SELL	$61.43 - $100.96 $1.62 Million - $2.67 Million	-26,438 Reduced 63.42%	15,248 $1.09 Million
Q4 2019 Jan 15, 2020	BUY	$87.53 - $97.5 $3.32 Million - $3.7 Million	37,959 Added 1018.49%	41,686 $4.06 Million
Q3 2019 Nov 05, 2019	BUY	$90.3 - $92.42 $336,548 - $344,449	3,727 New	3,727 $338,000

Others Institutions Holding SIZE

# of Institutions

Shares Held

1.82M

Call Options Held

Put Options Held

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Ae Wealth Management LLC Ishares Msci Usa Size Factor E Transaction History