Integrated Wealth Concepts LLC Ishares Msci Usa Size Factor E Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 12, 2022
SELL
$121.99 - $137.72 $183,472 - $207,130
-1,504 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$127.59 - $138.97 $191,895 - $209,010
1,504 New
1,504 $206,000
Q3 2021

Nov 15, 2021
SELL
$125.92 - $135.14 $208,019 - $223,251
-1,652 Closed
0 $0
Q2 2021

Aug 13, 2021
SELL
$121.36 - $129.63 $25,485 - $27,222
-210 Reduced 11.28%
1,652 $214,000
Q1 2021

May 13, 2021
SELL
$109.42 - $121.99 $33,373 - $37,206
-305 Reduced 14.07%
1,862 $224,000
Q4 2020

Feb 12, 2021
SELL
$93.39 - $111.17 $59,862 - $71,259
-641 Reduced 22.83%
2,167 $241,000
Q3 2020

Nov 13, 2020
SELL
$87.14 - $98.64 $43,657 - $49,418
-501 Reduced 15.14%
2,808 $263,000
Q2 2020

Jul 30, 2020
SELL
$67.45 - $95.16 $9.14 Million - $12.9 Million
-135,469 Reduced 97.62%
3,309 $290,000
Q1 2020

May 18, 2020
BUY
$61.43 - $100.96 $7.4 Million - $12.2 Million
120,404 Added 655.3%
138,778 $9.91 Million
Q4 2019

Feb 20, 2020
BUY
$87.53 - $97.5 $1.61 Million - $1.79 Million
18,374 New
18,374 $1.79 Million

Others Institutions Holding SIZE

# of Institutions
78
Shares Held
1.84M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SIZE FACTOR E

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