A detailed history of Bison Wealth, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Bison Wealth, LLC holds 5,071 shares of SIZE stock, worth $749,696. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,071
Previous 5,071 -0.0%
Holding current value
$749,696
Previous $721,000 3.33%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$128.33 - $142.29 $1,026 - $1,138
-8 Reduced 0.16%
5,071 $721,000
Q4 2023

Jan 30, 2024

BUY
$110.3 - $132.81 $2,647 - $3,187
24 Added 0.47%
5,079 $669,000
Q3 2023

Nov 13, 2023

SELL
$116.32 - $127.89 $13,958 - $15,346
-120 Reduced 2.32%
5,055 $593,000
Q2 2023

Aug 14, 2023

BUY
$113.7 - $122.74 $588,397 - $635,179
5,175 New
5,175 $635,000

Others Institutions Holding SIZE

About ISHARES MSCI USA SIZE FACTOR E


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  • Sector ETFs
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More about SIZE
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