Wealthsource Partners, LLC Ishares Msci Usa Size Factor E Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,211 shares of SIZE stock, worth $352,853. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,211
Previous 2,211 -0.0%
Holding current value
$352,853
Previous $259,000 12.36%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$111.8 - $126.52 $1,788 - $2,024
-16 Reduced 0.72%
2,211 $260,000
Q4 2022

Feb 09, 2023
SELL
$103.98 - $120.71 $8,214 - $9,536
-79 Reduced 3.43%
2,227 $253,000
Q1 2022

May 09, 2022
SELL
$121.99 - $137.72 $15,858 - $17,903
-130 Reduced 5.34%
2,306 $301,000
Q3 2021

Nov 18, 2021
SELL
$125.92 - $135.14 $52,256 - $56,083
-415 Reduced 14.56%
2,436 $311,000
Q2 2021

Nov 18, 2021
SELL
$121.36 - $129.63 $16,019 - $17,111
-132 Reduced 4.43%
2,851 $369,000
Q1 2021

Jun 21, 2021
SELL
$109.42 - $121.99 $29,215 - $32,571
-267 Reduced 8.22%
2,983 $358,000
Q4 2020

Feb 12, 2021
SELL
$93.39 - $111.17 $6,537 - $7,781
-70 Reduced 2.11%
3,250 $361,000
Q3 2020

Nov 16, 2020
BUY
$87.14 - $98.64 $784 - $887
9 Added 0.27%
3,320 $0
Q2 2020

Aug 17, 2020
SELL
$67.45 - $95.16 $6.17 Million - $8.71 Million
-91,483 Reduced 96.51%
3,311 $290,000
Q1 2020

May 12, 2020
SELL
$61.43 - $100.96 $2.51 Million - $4.13 Million
-40,863 Reduced 30.12%
94,794 $6.77 Million
Q4 2019

Feb 12, 2020
BUY
$87.53 - $97.5 $11.9 Million - $13.2 Million
135,657 New
135,657 $13.2 Million

Others Institutions Holding SIZE

# of Institutions
75
Shares Held
1.85M
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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