Bank Of Montreal Ishares Msci Usa Size Factor E Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$128.33 - $142.29 $14,244 - $15,794	111 New	111 $15,000
Q3 2023 Nov 01, 2023	BUY	$116.32 - $127.89 $11,632 - $12,789	100 New	100 $11,000

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

$65.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$52 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$27.8 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$26 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$16.7 Million
7.47% of portfolio

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