Keystone Financial Group Ishares Msci Usa Size Factor E Transaction History
Keystone Financial Group
- $1.21 Billion
- Q3 2025
A detailed history of Keystone Financial Group transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Keystone Financial Group holds 4,091 shares of SIZE stock, worth $649,978. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,091
Previous 4,581
10.7%
Holding current value
$649,978
Previous $736,000
10.73%
% of portfolio
0.05%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding SIZE
# of Institutions
74Shares Held
1.93MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC502KShares$79.8 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$68.2 Million0.0% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH163KShares$25.9 Million26.17% of portfolio
-
Trinity Wealth Management, LLC112KShares$17.7 Million7.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA110KShares$17.5 Million0.06% of portfolio