Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.64K+ 61.86% |
$1.02M - $1.07M
|
17.4K
$2.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.26K+ 25.78% |
$194K - $203K
|
6.13K
$979K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
652+ 33.21% |
$101K - $105K
|
2.62K
$417K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
243+ 12.61% |
$37.5K - $39.3K
|
2.17K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$21.8K - $22.8K
|
141
$22.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
93+ 2.93% |
$14.4K - $15K
|
3.27K
$522K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
16New |
$2.47K - $2.59K
|
16
$2.55K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.6% |
$1.39K - $1.46K
|
1.52K
$243K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$1.39K - $1.46K
|
1.95K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.21% |
$463 - $485
|
1.46K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 3.92% |
$309 - $324
|
53
$8.46K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.75% |
$154 - $162
|
133
$21.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.12% |
$772 - $809
|
4.05K
$646K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-82- 1.13% |
$12.7K - $13.3K
|
7.18K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-219- 4.58% |
$33.8K - $35.4K
|
4.57K
$729K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.99K- 57.0% |
$461K - $483K
|
2.25K
$359K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.33K- 2.89% |
$514K - $539K
|
112K
$17.8M
|
|
|
Oct 15, 2025
Q3 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-4.75K- 2.83% |
$733K - $768K
|
163K
$26M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 14.6% |
$1.91M - $2M
|
72.4K
$11.6M
|