Bison Wealth, LLC Ishares Msci Usa Size Factor E Transaction History

Bison Wealth, LLC

  • $561 Million
  • Q3 2024

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 5,024 shares of SIZE stock, worth $779,473. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,024
Previous 5,071 0.93%
Holding current value
$779,473
Previous $697,000 7.17%
% of portfolio
0.13%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$135.03 - $149.22 $6,346 - $7,013
-47 Reduced 0.93%
5,024 $747,000
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

# of Institutions
72
Shares Held
1.67M
Call Options Held
0
Put Options Held
1.2K
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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