Cypress Wealth Services, LLC Ishares Msci Usa Size Factor E Transaction History

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 2,615 shares of SIZE stock, worth $415,471. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,615
Previous 1,963 33.21%
Holding current value
$415,471
Previous $303,000 38.61%
% of portfolio
0.08%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$154.38 - $161.78 $100,655 - $105,480
652 Added 33.21%
2,615 $420,000
Q2 2025

Jul 28, 2025
BUY
$128.15 - $154.54 $897 - $1,081
7 Added 0.36%
1,963 $303,000
Q1 2025

Apr 10, 2025
BUY
$141.68 - $155.75 $991 - $1,090
7 Added 0.36%
1,956 $282,000
Q4 2024

Jan 14, 2025
BUY
$146.95 - $158.89 $1,322 - $1,430
9 Added 0.46%
1,949 $289,000
Q3 2024

Oct 08, 2024
BUY
$135.03 - $149.22 $1,080 - $1,193
8 Added 0.41%
1,940 $288,000
Q2 2024

Jul 12, 2024
BUY
$133.02 - $141.34 $798 - $848
6 Added 0.31%
1,932 $265,000
Q1 2024

Apr 15, 2024
BUY
$128.33 - $142.29 $898 - $996
7 Added 0.36%
1,926 $274,000
Q4 2023

Jan 10, 2024
BUY
$110.3 - $132.81 $1,764 - $2,124
16 Added 0.84%
1,919 $253,000
Q2 2023

Jul 21, 2023
BUY
$113.7 - $122.74 $682 - $736
6 Added 0.32%
1,903 $233,000
Q1 2023

Apr 07, 2023
BUY
$111.8 - $126.52 $894 - $1,012
8 Added 0.42%
1,897 $223,000
Q4 2022

Jan 18, 2023
BUY
$103.98 - $120.71 $519 - $603
5 Added 0.27%
1,889 $0
Q3 2022

Oct 14, 2022
BUY
$104.24 - $126.57 $833 - $1,012
8 Added 0.43%
1,884 $201,000
Q2 2022

Jul 27, 2022
BUY
$105.98 - $131.35 $635 - $788
6 Added 0.32%
1,876 $206,000
Q1 2022

Apr 22, 2022
BUY
$121.99 - $137.72 $609 - $688
5 Added 0.27%
1,870 $244,000
Q4 2021

Jan 19, 2022
BUY
$127.59 - $138.97 $637 - $694
5 Added 0.27%
1,865 $256,000
Q3 2021

Oct 13, 2021
SELL
$125.92 - $135.14 $6,547 - $7,027
-52 Reduced 2.72%
1,860 $238,000
Q2 2021

Jul 14, 2021
SELL
$121.36 - $129.63 $24,029 - $25,666
-198 Reduced 9.38%
1,912 $247,000
Q1 2021

Apr 28, 2021
SELL
$109.42 - $121.99 $9,300 - $10,369
-85 Reduced 3.87%
2,110 $253,000
Q4 2020

Jan 22, 2021
SELL
$93.39 - $111.17 $11,486 - $13,673
-123 Reduced 5.31%
2,195 $244,000
Q2 2020

Jul 15, 2020
SELL
$67.45 - $95.16 $843,057 - $1.19 Million
-12,499 Reduced 84.36%
2,318 $203,000
Q1 2020

Apr 10, 2020
BUY
$61.43 - $100.96 $910,208 - $1.5 Million
14,817 New
14,817 $1.06 Million

Others Institutions Holding SIZE

# of Institutions
74
Shares Held
1.93M
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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