Montecito Bank & Trust Ishares Msci Usa Size Factor E Transaction History

Montecito Bank & Trust

$497 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 23, 2020	SELL	N/A	-19,337 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	N/A	19,337 New	19,337 $1.88 Million

Others Institutions Holding SIZE

# of Institutions

69

Shares Held

1.58M

Call Options Held

2K

Put Options Held

0

Black Rock Inc. New York, NY

410K
Shares

$56.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

339K
Shares

$46.5 Million
0.0% of portfolio
Envestnet Asset Management Inc

171K
Shares

$23.5 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$23.4 Million
26.69% of portfolio
Trinity Wealth Management, LLC

107K
Shares

$14.7 Million
7.87% of portfolio

About ISHARES MSCI USA SIZE FACTOR E

Ticker SIZE
Sector ETFs
Industry ETFs

More about SIZE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Montecito Bank & Trust, based on Form 13F filings with the SEC.

News

Stay updated on Montecito Bank & Trust with notifications on news.