Ae Wealth Management LLC Ishares Msci Usa Size Factor E Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Ae Wealth Management LLC holds 53 shares of SIZE stock, worth $8,420. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 51 3.92%
Holding current value
$8,420
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
$154.38 - $161.78 $308 - $323
2 Added 3.92%
53 $8,000
Q1 2025

May 06, 2025
BUY
$141.68 - $155.75 $141 - $155
1 Added 2.0%
51 $7,000
Q4 2024

Feb 13, 2025
BUY
$146.95 - $158.89 $7,347 - $7,944
50 New
50 $7,000
Q1 2021

Apr 27, 2021
SELL
$109.42 - $121.99 $929,960 - $1.04 Million
-8,499 Closed
0 $0
Q4 2020

Feb 01, 2021
BUY
$93.39 - $111.17 $793,721 - $944,833
8,499 New
8,499 $945,000
Q3 2020

Nov 06, 2020
SELL
$87.14 - $98.64 $1.95 Million - $2.21 Million
-22,427 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
$67.45 - $95.16 $484,223 - $683,153
7,179 Added 47.08%
22,427 $1.96 Million
Q1 2020

May 07, 2020
SELL
$61.43 - $100.96 $1.62 Million - $2.67 Million
-26,438 Reduced 63.42%
15,248 $1.09 Million
Q4 2019

Jan 15, 2020
BUY
$87.53 - $97.5 $3.32 Million - $3.7 Million
37,959 Added 1018.49%
41,686 $4.06 Million
Q3 2019

Nov 05, 2019
BUY
$90.3 - $92.42 $336,548 - $344,449
3,727 New
3,727 $338,000

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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