Bcgm Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History

Bcgm Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 3,965 shares of SIZE stock, worth $573,101. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,965
Previous 3,978 0.33%
Holding current value
$573,101
Previous $591,000 0.51%
% of portfolio
0.2%
Previous 0.21%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$146.95 - $158.89 $1,910 - $2,065
-13 Reduced 0.33%
3,965 $588,000
Q3 2024

Nov 06, 2024
SELL
$135.03 - $149.22 $20,254 - $22,383
-150 Reduced 3.63%
3,978 $591,000
Q2 2024

Jul 30, 2024
SELL
$133.02 - $141.34 $5,054 - $5,370
-38 Reduced 0.91%
4,128 $567,000
Q1 2024

May 07, 2024
SELL
$128.33 - $142.29 $2,438 - $2,703
-19 Reduced 0.45%
4,166 $592,000
Q4 2023

Feb 08, 2024
BUY
$110.3 - $132.81 $110,079 - $132,544
998 Added 31.31%
4,185 $551,000
Q2 2023

Aug 07, 2023
BUY
$113.7 - $122.74 $1,932 - $2,086
17 Added 0.54%
3,187 $391,000
Q1 2023

May 02, 2023
SELL
$111.8 - $126.52 $18,782 - $21,255
-168 Reduced 5.03%
3,170 $373,000
Q3 2022

Nov 03, 2022
SELL
$104.24 - $126.57 $14,385 - $17,466
-138 Reduced 3.97%
3,338 $369,000
Q2 2022

Aug 01, 2022
SELL
$105.98 - $131.35 $8,372 - $10,376
-79 Reduced 2.22%
3,476 $416,000
Q1 2022

May 02, 2022
SELL
$121.99 - $137.72 $25,861 - $29,196
-212 Reduced 5.63%
3,555 $0
Q4 2021

Feb 01, 2022
BUY
$127.59 - $138.97 $1,275 - $1,389
10 Added 0.27%
3,767 $517,000
Q3 2021

Nov 01, 2021
SELL
$125.92 - $135.14 $7,555 - $8,108
-60 Reduced 1.57%
3,757 $508,000
Q2 2021

Aug 02, 2021
SELL
$121.36 - $129.63 $5,097 - $5,444
-42 Reduced 1.09%
3,817 $500,000
Q1 2021

Apr 21, 2021
BUY
$109.42 - $121.99 $656 - $731
6 Added 0.16%
3,859 $476,000
Q4 2020

Feb 16, 2021
BUY
$93.39 - $111.17 $359,831 - $428,338
3,853 New
3,853 $457,000

Others Institutions Holding SIZE

# of Institutions
72
Shares Held
1.74M
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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