Atlas Private Wealth Advisors Ishares Msci Usa Size Factor E Transaction History

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 1,538 shares of SIZE stock, worth $246,972. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,538
Previous 1,458 5.49%
Holding current value
$246,972
Previous $210,000 12.86%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$128.15 - $154.54 $10,252 - $12,363
80 Added 5.49%
1,538 $237,000
Q1 2025

Apr 17, 2025
BUY
$141.68 - $155.75 $1,700 - $1,869
12 Added 0.83%
1,458 $210,000
Q4 2024

Jan 21, 2025
BUY
$146.95 - $158.89 $212,489 - $229,754
1,446 New
1,446 $214,000
Q4 2021

Apr 21, 2022
SELL
$127.59 - $138.97 $2,551 - $2,779
-20 Closed
0 $0
Q3 2021

Oct 26, 2021
BUY
$125.92 - $135.14 $2,518 - $2,702
20 New
20 $3,000

Others Institutions Holding SIZE

# of Institutions
75
Shares Held
1.86M
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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