Atlas Private Wealth Advisors Ishares Msci Usa Size Factor E Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Apr 21, 2022	SELL	$127.59 - $138.97 $2,551 - $2,779	-20 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$125.92 - $135.14 $2,518 - $2,702	20 New	20 $3,000

Others Institutions Holding SIZE

# of Institutions

72

Shares Held

1.67M

Call Options Held

0

Put Options Held

1.2K

Black Rock Inc. New York, NY

429K
Shares

$67 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$53.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$28.5 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$26.7 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$17.1 Million
7.47% of portfolio

About ISHARES MSCI USA SIZE FACTOR E

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