Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
104KNew |
$13.3M - $16M
|
104K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.9K+ 4044.35% |
$7.29M - $8.79M
|
58.3K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.7K+ 56.48% |
$2.91M - $3.51M
|
62.9K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.9K+ 4.62% |
$2.81M - $3.39M
|
496K
$79.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 71.48% |
$2.23M - $2.69M
|
41.8K
$6.67M
|
|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
8.51K+ 5.35% |
$1.09M - $1.31M
|
168K
$26.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.81K+ 173.6% |
$872K - $1.05M
|
10.7K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.18KNew |
$407K - $491K
|
3.18K
$507K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.03K+ 8.47% |
$388K - $468K
|
38.8K
$6.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.7K+ 8.16% |
$346K - $417K
|
35.8K
$5.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.58K+ 2.3% |
$331K - $399K
|
115K
$18.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.49K+ 90.64% |
$319K - $385K
|
5.24K
$836K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.72K+ 54.51% |
$220K - $265K
|
4.86K
$776K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 3.42% |
$204K - $246K
|
48.2K
$7.69M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.44KNew |
$185K - $223K
|
1.44K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$179K - $216K
|
1.4K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
975New |
$125K - $151K
|
975
$156K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
924+ 115.07% |
$118K - $143K
|
1.73K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
490+ 11.98% |
$62.8K - $75.7K
|
4.58K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
485+ 2.79% |
$62.2K - $75K
|
17.9K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
419+ 42.93% |
$53.7K - $64.8K
|
1.4K
$223K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
247+ 14.61% |
$31.7K - $38.2K
|
1.94K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
92New |
$11.8K - $14.2K
|
92
$14.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
80+ 5.49% |
$10.3K - $12.4K
|
1.54K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67+ 4.64% |
$8.59K - $10.4K
|
1.51K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40New |
$5.13K - $6.18K
|
40
$6.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 0.91% |
$3.2K - $3.86K
|
2.78K
$444K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14New |
$1.79K - $2.16K
|
14
$2.23K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 23.08% |
$1.15K - $1.39K
|
48
$7.66K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.34% |
$1.03K - $1.24K
|
2.36K
$376K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.36% |
$897 - $1.08K
|
1.96K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4New |
$513 - $618
|
4
$638
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$384 - $464
|
1.94K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.21% |
$384 - $464
|
1.46K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$128 - $155
|
3.96K
$633K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3- 0.09% |
$384 - $464
|
3.34K
$532K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7- 0.12% |
$897 - $1.08K
|
5.83K
$930K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 1.69% |
$1.54K - $1.85K
|
698
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13- 0.66% |
$1.67K - $2.01K
|
1.96K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-23- 0.32% |
$2.95K - $3.55K
|
7.27K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27- 71.05% |
$3.46K - $4.17K
|
11
$1.76K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-46- 0.95% |
$5.89K - $7.11K
|
4.79K
$764K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 2.15% |
$11.4K - $13.8K
|
4.05K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-134- 6.59% |
$17.2K - $20.7K
|
1.9K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-194- 71.32% |
$24.9K - $30K
|
78
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-202- 3.98% |
$25.9K - $31.2K
|
4.88K
$778K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-235- 63.69% |
$30.1K - $36.3K
|
134
$21.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-699- 5.64% |
$89.6K - $108K
|
11.7K
$1.86M
|