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 $327,515. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,211
Previous 2,211 -0.0%
Holding current value
$327,515
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
67
Shares Held
1.67M
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
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email