Inscription Capital, LLC Ishares Msci Usa Size Factor E Transaction History

Inscription Capital, LLC

$661 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	BUY	$127.59 - $138.97 $14,290 - $15,564	112 Added 3.6%	3,220 $442,000
Q3 2021 Nov 09, 2021	BUY	$125.92 - $135.14 $391,359 - $420,015	3,108 New	3,108 $397,000

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

$64.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$51.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$27.3 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$25.6 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$16.4 Million
7.47% of portfolio

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