Ronald Blue Trust, Inc. Ishares Msci Usa Size Factor E Transaction History

Ronald Blue Trust, Inc.

$8.7 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	BUY	$128.15 - $154.54 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$105.98 - $131.35 $4,557 - $5,648	43 New	43 $6,000

Others Institutions Holding SIZE

# of Institutions

74

Shares Held

1.93M

Call Options Held

0

Put Options Held

0

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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