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 $417,327. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,615

Previous 1,963 33.21%

Holding current value

$417,327

Previous $303,000 38.61%

% of portfolio

0.08%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.85M

Call Options Held

Put Options Held

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