Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.2K+ 24.08% |
$12.1M - $13.1M
|
424K
$65.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 54.4% |
$1.85M - $2M
|
35.7K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.01K+ 191.79% |
$882K - $954K
|
9.14K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.83KNew |
$857K - $927K
|
5.83K
$903K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.46K+ 14.25% |
$802K - $868K
|
43.8K
$6.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
4.58KNew |
$673K - $728K
|
4.58K
$709K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.61K+ 2.88% |
$384K - $415K
|
93.4K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.4K+ 2.19% |
$353K - $381K
|
112K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99KNew |
$292K - $316K
|
1.99K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.45KNew |
$212K - $230K
|
1.45K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$205K - $222K
|
1.4K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 2.62% |
$176K - $190K
|
46.7K
$7.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
888+ 40.11% |
$130K - $141K
|
3.1K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
857+ 0.47% |
$126K - $136K
|
184K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
728+ 16.64% |
$107K - $116K
|
5.1K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
545New |
$80.1K - $86.6K
|
545
$84.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
336+ 21.62% |
$49.4K - $53.4K
|
1.89K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
287+ 27.41% |
$42.2K - $45.6K
|
1.33K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
277New |
$40.7K - $44K
|
277
$42.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
251+ 9.03% |
$36.9K - $39.9K
|
3.03K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
55New |
$8.08K - $8.74K
|
55
$8.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
50New |
$7.35K - $7.94K
|
50
$7.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$7.35K - $7.94K
|
50
$7.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
12+ 0.62% |
$1.76K - $1.91K
|
1.94K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 0.76% |
$1.62K - $1.75K
|
1.45K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9+ 0.46% |
$1.32K - $1.43K
|
1.95K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.42% |
$735 - $794
|
358
$55.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$294 - $318
|
4.27K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.41% |
$588 - $636
|
961
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11- 0.78% |
$1.62K - $1.75K
|
1.41K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-13- 0.33% |
$1.91K - $2.07K
|
3.97K
$614K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-72- 2.52% |
$10.6K - $11.4K
|
2.78K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-89- 4.57% |
$13.1K - $14.1K
|
1.86K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-97- 10.55% |
$14.3K - $15.4K
|
822
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-102- 3.94% |
$15K - $16.2K
|
2.48K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-123- 2.45% |
$18.1K - $19.5K
|
4.9K
$759K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-155- 7.95% |
$22.8K - $24.6K
|
1.79K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-158- 7.16% |
$23.2K - $25.1K
|
2.05K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-159- 4.55% |
$23.4K - $25.3K
|
3.34K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-171- 4.21% |
$25.1K - $27.2K
|
3.89K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-202- 2.75% |
$29.7K - $32.1K
|
7.15K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-430- 3.34% |
$63.2K - $68.3K
|
12.5K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-449- 5.36% |
$66K - $71.3K
|
7.93K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 46.77% |
$195K - $210K
|
1.51K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.03K- 47.46% |
$299K - $323K
|
2.25K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.28K- 11.29% |
$335K - $362K
|
17.9K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.41K- 12.21% |
$354K - $383K
|
17.3K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.84K- 6.17% |
$417K - $451K
|
43.2K
$6.68M
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-7.64K- 4.47% |
$1.12M - $1.21M
|
163K
$25.3M
|