Keystone Financial Group Ishares Msci Usa Size Factor E Transaction History
Keystone Financial Group
- $922 Million
- Q1 2025
A detailed history of Keystone Financial Group transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Keystone Financial Group holds 4,091 shares of SIZE stock, worth $612,381. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,091
Previous 4,582
10.72%
Holding current value
$612,381
Previous $680,000
12.65%
% of portfolio
0.06%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding SIZE
# of Institutions
73Shares Held
1.82MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC475KShares$71 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$64.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc180KShares$27 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH159KShares$23.8 Million25.74% of portfolio
-
Trinity Wealth Management, LLC112KShares$16.8 Million7.44% of portfolio