James Reed Financial Services Inc. Purchases New Holdings in iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)

James Reed Financial Services Inc. purchased a new stake in shares of iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 163,373 shares of the company’s stock, valued at approximately $24,261,000. iShares MSCI USA Size Factor ETF comprises 25.3% of James Reed Financial Services Inc.’s portfolio, making the stock its biggest position. James Reed Financial Services Inc. owned 0.07% of iShares MSCI USA Size Factor ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Principal Securities Inc. increased its position in shares of iShares MSCI USA Size Factor ETF by 2.9% during the fourth quarter. Principal Securities Inc. now owns 93,384 shares of the company’s stock valued at $13,868,000 after acquiring an additional 2,614 shares during the last quarter. Trinity Wealth Management LLC increased its position in iShares MSCI USA Size Factor ETF by 2.2% in the fourth quarter. Trinity Wealth Management LLC now owns 111,921 shares of the company’s stock worth $16,620,000 after buying an additional 2,399 shares during the last quarter. Atlas Private Wealth Advisors purchased a new stake in iShares MSCI USA Size Factor ETF in the fourth quarter worth $215,000. Client 1ST Advisory Group LLC purchased a new stake in iShares MSCI USA Size Factor ETF in the fourth quarter worth $496,000. Finally, Park Avenue Securities LLC purchased a new stake in iShares MSCI USA Size Factor ETF in the fourth quarter worth $295,000.

iShares MSCI USA Size Factor ETF Price Performance

NYSEARCA:SIZE opened at $150.08 on Tuesday. The business has a fifty day simple moving average of $152.17 and a two-hundred day simple moving average of $150.90. iShares MSCI USA Size Factor ETF has a 1 year low of $132.93 and a 1 year high of $159.48. The company has a market capitalization of $322.67 million, a P/E ratio of 21.90 and a beta of 1.09.

iShares MSCI USA Size Factor ETF Profile

The iShares MSCI USA Size Factor ETF (SIZE) is an exchange-traded fund that is based on the MSCI USA Low Size index. The fund tracks an index of large- and mid-cap US stocks. Holdings are weighted by the inverse natural logarithm of their market capitalization. SIZE was launched on Apr 16, 2013 and is managed by BlackRock.