James Reed Financial Services, Inc. Ishares Msci Usa Size Factor E Transaction History
James Reed Financial Services, Inc.
- $66.8 Million
- Q3 2022
A detailed history of James Reed Financial Services, Inc. transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, James Reed Financial Services, Inc. holds 171,012 shares of SIZE stock, worth $25.5 Million. This represents 26.69% of its overall portfolio holdings.
Number of Shares
171,012
Previous 173,522
1.45%
Holding current value
$25.5 Million
Previous $19.1 Million
6.63%
% of portfolio
26.69%
Previous 26.46%
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
68Shares Held
1.67MCall Options Held
0Put Options Held
1.1K-
Black Rock Inc. New York, NY429KShares$64.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC358KShares$53.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc182KShares$27.2 Million0.01% of portfolio
-
Trinity Wealth Management, LLC110KShares$16.3 Million7.47% of portfolio
-
Principal Securities, Inc. Des Moines, IA90.8KShares$13.5 Million0.33% of portfolio