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

Bcgm Wealth Management, LLC

  • $347 Million
  • Q3 2025

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 3,964 shares of SIZE stock, worth $629,800. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,964
Previous 3,964 -0.0%
Holding current value
$629,800
Previous $612,000 4.08%
% of portfolio
0.18%
Previous 0.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$128.15 - $154.54 $128 - $154
-1 Reduced 0.03%
3,964 $612,000
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
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
Track This Portfolio

Track Bcgm Wealth Management, LLC Portfolio

Follow Bcgm Wealth Management, 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 Bcgm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcgm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email