James Reed Financial Services, Inc. Ishares Msci Usa Size Factor E Transaction History

James Reed Financial Services, Inc.

  • $100 Million
  • Q3 2025

A detailed history of James Reed Financial Services, Inc. transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, James Reed Financial Services, Inc. holds 162,878 shares of SIZE stock, worth $25.9 Million. This represents 26.17% of its overall portfolio holdings.

Number of Shares
162,878
Previous 167,623 2.83%
Holding current value
$25.9 Million
Previous $25.9 Million 1.09%
% of portfolio
26.17%
Previous 26.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$154.38 - $161.78 $732,533 - $767,646
-4,745 Reduced 2.83%
162,878 $26.2 Million
Q2 2025

Jul 21, 2025
BUY
$128.15 - $154.54 $1.09 Million - $1.31 Million
8,506 Added 5.35%
167,623 $25.9 Million
Q1 2025

Apr 16, 2025
SELL
$141.68 - $155.75 $602,990 - $662,872
-4,256 Reduced 2.61%
159,117 $23 Million
Q4 2024

Feb 06, 2025
SELL
$146.95 - $158.89 $1.12 Million - $1.21 Million
-7,639 Reduced 4.47%
163,373 $24.3 Million
Q3 2022

Nov 14, 2022
SELL
$104.24 - $126.57 $261,642 - $317,690
-2,510 Reduced 1.45%
171,012 $17.8 Million
Q2 2022

Aug 08, 2022
SELL
$105.98 - $131.35 $50,658 - $62,785
-478 Reduced 0.27%
173,522 $19.1 Million
Q1 2022

Apr 26, 2022
SELL
$121.99 - $137.72 $212,140 - $239,495
-1,739 Reduced 0.99%
174,000 $22.7 Million
Q4 2021

Feb 14, 2022
BUY
$127.59 - $138.97 $22.4 Million - $24.4 Million
175,739 New
175,739 $24.1 Million

Others Institutions Holding SIZE

# of Institutions
74
Shares Held
1.93M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SIZE FACTOR E

SIZE Quotes by TradingView
  • Ticker SIZE
  • Sector ETFs
  • Industry ETFs
More about SIZE
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