J.W. Cole Advisors, Inc. Ishares Msci Usa Size Factor E Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 1,512 shares of SIZE stock, worth $241,300. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,512
Previous 1,445
4.64%
Holding current value
$241,300
Previous $210,000
10.95%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SIZE
# of Institutions
75Shares Held
1.85MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC496KShares$79.2 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$68.5 Million0.0% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH163KShares$26 Million26.17% of portfolio
-
Trinity Wealth Management, LLC112KShares$17.8 Million7.03% of portfolio
-
Strategic Financial Services, Inc, Utica, NY104KShares$16.5 Million0.87% of portfolio