Icon Wealth Partners, LLC Ishares Msci Usa Size Factor E Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 947 shares of SIZE stock, worth $142,930. This represents 0.01% of its overall portfolio holdings.

Number of Shares
947
Previous 947 -0.0%
Holding current value
$142,930
Previous $116,000 4.31%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 11, 2023
BUY
$111.8 - $126.52 $105,874 - $119,814
947 New
947 $111,000
Q2 2020

Jul 14, 2020
SELL
$67.45 - $95.16 $2.62 Million - $3.7 Million
-38,911 Closed
0 $0
Q1 2020

Apr 17, 2020
SELL
$61.43 - $100.96 $1.46 Million - $2.4 Million
-23,734 Reduced 37.89%
38,911 $2.78 Million
Q4 2019

Jan 29, 2020
BUY
$87.53 - $97.5 $5.48 Million - $6.11 Million
62,645 New
62,645 $6.1 Million

Others Institutions Holding SIZE

# of Institutions
72
Shares Held
1.67M
Call Options Held
0
Put Options Held
1.2K
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 Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth 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 Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email