Darwin Advisors, LLC Ishares Msci Usa Size Factor E Transaction History

Darwin Advisors, LLC

$356 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 06, 2020	SELL	$67.45 - $95.16 $2,225 - $3,140	-33 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$61.43 - $100.96 $2,027 - $3,331	33 New	33 $2,000

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

$65.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$52.2 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$27.9 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$26.1 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$16.7 Million
7.47% 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 Darwin Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Darwin Advisors, LLC with notifications on news.