Bank Of Montreal Ishares Msci Usa Size Factor E Transaction History

Bank Of Montreal

$191 Billion
Q1 2024

A detailed history of Bank Of Montreal transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Bank Of Montreal holds 111 shares of SIZE stock, worth $15,215. This represents 0.0% of its overall portfolio holdings.

Number of Shares

111

Holding current value

$15,215

% of portfolio

0.0%

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

Shares Held

1.58M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

410K
Shares

$56.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

339K
Shares

$46.5 Million
0.0% of portfolio
Envestnet Asset Management Inc

171K
Shares

$23.5 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$23.4 Million
26.69% of portfolio
Trinity Wealth Management, LLC

107K
Shares

$14.7 Million
7.87% of portfolio

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