Allworth Financial LP Ishares Msci Usa Size Factor E Transaction History

Allworth Financial LP

$22 Billion
Q3 2025

A detailed history of Allworth Financial LP transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Allworth Financial LP holds 16 shares of SIZE stock, worth $2,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,542

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Dec 02, 2025	BUY	$154.38 - $161.78 $2,470 - $2,588	16 New	16 $2,000

Others Institutions Holding SIZE

# of Institutions

Shares Held

1.93M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

502K
Shares

$79.8 Million
0.01% of portfolio
Black Rock Inc. New York, NY

429K
Shares

$68.2 Million
0.0% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

163K
Shares

$25.9 Million
26.17% of portfolio
Trinity Wealth Management, LLC

112K
Shares

$17.7 Million
7.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

110K
Shares

$17.5 Million
0.06% of portfolio

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About ISHARES MSCI USA SIZE FACTOR E

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