Edge Wealth Management LLC Ishares Msci Usa Size Factor E Transaction History

Edge Wealth Management LLC

$475 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$61.43 - $100.96 $133,733 - $219,789	-2,177 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$87.53 - $97.5 $190,552 - $212,257	2,177 New	2,177 $212,000

Others Institutions Holding SIZE

# of Institutions

67

Shares Held

1.67M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

429K
Shares

$63.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

358K
Shares

$53.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

182K
Shares

$27.1 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$25.5 Million
26.69% of portfolio
Trinity Wealth Management, LLC

108K
Shares

$16.1 Million
7.45% of portfolio

About ISHARES MSCI USA SIZE FACTOR E

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