Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Size Factor E (SIZE)
This table provides information about the institutional ownership of Ishares Msci Usa Size Factor E (SIZE) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SIZE FACTOR E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.8K+ 11.98% |
$7.19M - $7.91M
|
475K
$71M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.2K+ 751.43% |
$4.14M - $4.55M
|
33.1K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 32.97% |
$1.67M - $1.84M
|
47.5K
$7.11M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.75K+ 4999.13% |
$815K - $895K
|
5.86K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.83KNew |
$685K - $753K
|
4.83K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.14KNew |
$586K - $644K
|
4.14K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.75KNew |
$390K - $428K
|
2.75K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.7K+ 9.83% |
$241K - $265K
|
19K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.5K+ 99.54% |
$213K - $234K
|
3.01K
$450K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$205K - $225K
|
1.45K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14K+ 13.08% |
$162K - $178K
|
9.89K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
593+ 44.45% |
$84K - $92.4K
|
1.93K
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
532+ 0.48% |
$75.4K - $82.9K
|
112K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
195+ 253.25% |
$27.6K - $30.4K
|
272
$40.7K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
134+ 1.87% |
$19K - $20.9K
|
7.29K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
116+ 3.83% |
$16.4K - $18.1K
|
3.15K
$471K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 3.21% |
$10.3K - $11.4K
|
2.35K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62New |
$8.78K - $9.66K
|
62
$9.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
40New |
$5.67K - $6.23K
|
40
$5.98K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.83% |
$1.7K - $1.87K
|
1.46K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 3.07% |
$1.56K - $1.71K
|
369
$55.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.36% |
$992 - $1.09K
|
1.96K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.14% |
$283 - $312
|
1.46K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$142 - $156
|
1.41K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 2.0% |
$142 - $156
|
51
$7.63K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$142 - $156
|
1.94K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.97% |
$1.13K - $1.25K
|
814
$122K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16- 0.78% |
$2.27K - $2.49K
|
2.03K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24- 0.47% |
$3.4K - $3.74K
|
5.08K
$760K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 0.9% |
$3.54K - $3.89K
|
2.76K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-30- 5.5% |
$4.25K - $4.67K
|
515
$77K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-49- 56.32% |
$6.94K - $7.63K
|
38
$5.68K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-78- 0.63% |
$11.1K - $12.1K
|
12.4K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-103- 5.74% |
$14.6K - $16K
|
1.69K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-105- 11.09% |
$14.9K - $16.4K
|
842
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-132- 3.09% |
$18.7K - $20.6K
|
4.14K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-137- 7.37% |
$19.4K - $21.3K
|
1.72K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-140- 0.3% |
$19.8K - $21.8K
|
46.6K
$6.97M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-188- 2.06% |
$26.6K - $29.3K
|
8.95K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-251- 26.12% |
$35.6K - $39.1K
|
710
$106K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355- 11.44% |
$50.3K - $55.3K
|
2.75K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-491- 10.72% |
$69.6K - $76.5K
|
4.09K
$612K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-516- 2.88% |
$73.1K - $80.4K
|
17.4K
$2.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-692- 8.72% |
$98K - $108K
|
7.24K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.29K- 35.12% |
$183K - $202K
|
2.39K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 60.71% |
$214K - $235K
|
976
$146K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.94K- 33.15% |
$275K - $303K
|
3.92K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.05K- 1.66% |
$432K - $475K
|
180K
$27M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.59K- 8.21% |
$509K - $560K
|
40.2K
$6.01M
|