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

James Reed Financial Services, Inc.

$98.7 Million
Q2 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 167,623 shares of SIZE stock, worth $26.9 Million. This represents 26.26% of its overall portfolio holdings.

Number of Shares

167,623

Previous 159,117 5.35%

Holding current value

$26.9 Million

Previous $23 Million 12.64%

% of portfolio

26.26%

Previous 25.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.86M

Call Options Held

Put Options Held

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