Wharton Business Group, LLC Ishares Msci Usa Size Factor E Transaction History
Wharton Business Group, LLC
- $2.08 Billion
- Q1 2024
A detailed history of Wharton Business Group, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Wharton Business Group, LLC holds 12,810 shares of SIZE stock, worth $1.78 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,810
Previous 12,810
-0.0%
Holding current value
$1.78 Million
Previous $1.69 Million
7.93%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
67Shares Held
1.58MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY410KShares$57 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC339KShares$47.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc171KShares$23.8 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$23.8 Million26.69% of portfolio
-
Trinity Wealth Management, LLC108KShares$15 Million7.45% of portfolio