Sharkey, Howes & Javer Ishares Msci Usa Size Factor E Transaction History
Sharkey, Howes & Javer
- $691 Million
 - Q3 2025
 
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