Chevy Chase Trust Holdings, Inc. Ishares Msci Usa Size Factor E Transaction History

Chevy Chase Trust Holdings, Inc.

$31.1 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	N/A	-2,960 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	N/A	2,960 New	2,960 $406,000

Others Institutions Holding SIZE

# of Institutions

67

Shares Held

1.58M

Call Options Held

2K

Put Options Held

0

Black Rock Inc. New York, NY

410K
Shares

$57 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

339K
Shares

$47.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

171K
Shares

$23.8 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$23.8 Million
26.69% of portfolio
Trinity Wealth Management, LLC

108K
Shares

$15 Million
7.45% of portfolio

About ISHARES MSCI USA SIZE FACTOR E

Ticker SIZE
Sector ETFs
Industry ETFs

More about SIZE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Chevy Chase Trust Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Chevy Chase Trust Holdings, Inc. with notifications on news.