Latest Institutional Transactions on Ishares Msci Usa Size Factor E (SIZE)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Size Factor E (SIZE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.1% |
$135 - $149
|
965
$143K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.1% |
$135 - $149
|
90
$13.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
408New |
$55.1K - $60.9K
|
408
$60.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.1KNew |
$149K - $164K
|
1.1K
$163K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$405 - $448
|
1.93K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.8K+ 2.03% |
$244K - $269K
|
90.8K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
305+ 18.55% |
$41.2K - $45.5K
|
1.95K
$288K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 9.29% |
$4.05K - $4.48K
|
353
$52.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135+ 8.03% |
$18.2K - $20.1K
|
1.82K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.61K+ 1.49% |
$217K - $240K
|
110K
$16.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3New |
$405 - $448
|
3
$444
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.32% |
$945 - $1.04K
|
2.21K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-498- 6.34% |
$67.2K - $74.3K
|
7.36K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.08% |
$135 - $149
|
1.21K
$178K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8+ 0.41% |
$1.08K - $1.19K
|
1.94K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.28% |
$540 - $597
|
1.44K
$213K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.3K+ 16.0% |
$705K - $749K
|
38.4K
$5.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.23K+ 74.0% |
$163K - $173K
|
2.89K
$427K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-230- 13.08% |
$30.6K - $32.5K
|
1.53K
$226K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90+ 3.99% |
$12K - $12.7K
|
2.35K
$347K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.06K- 70.16% |
$1.21M - $1.28M
|
3.86K
$570K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$3.17M - $3.37M
|
23.9K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 4.58% |
$180K - $192K
|
30.9K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.23K- 40.14% |
$164K - $174K
|
1.83K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
408+ 15.37% |
$54.3K - $57.7K
|
3.06K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19K+ 5.58% |
$2.52M - $2.68M
|
358K
$53M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.09KNew |
$1.08M - $1.14M
|
8.09K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4+ 0.15% |
$532 - $565
|
2.73K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 0.91% |
$3.33K - $3.53K
|
2.78K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.8K+ 4.83% |
$2.63M - $2.8M
|
429K
$63.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.3K+ 214.16% |
$3.77M - $4M
|
41.6K
$6.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-865- 18.77% |
$115K - $122K
|
3.74K
$553K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
163+ 3.73% |
$21.7K - $23K
|
4.53K
$670K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-528- 3.83% |
$70.2K - $74.6K
|
13.3K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.2% |
$3.33K - $3.53K
|
12.8K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
339+ 12.03% |
$45.1K - $47.9K
|
3.16K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.14K+ 7.91% |
$417K - $443K
|
42.8K
$6.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-622- 6.75% |
$82.7K - $87.9K
|
8.6K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 6.4% |
$1.46M - $1.55M
|
182K
$26.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-102- 2.83% |
$13.6K - $14.4K
|
3.5K
$517K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-527- 2.36% |
$70.1K - $74.5K
|
21.8K
$3.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.57KNew |
$209K - $222K
|
1.57K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-38- 0.91% |
$5.05K - $5.37K
|
4.13K
$610K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
63New |
$8.38K - $8.9K
|
63
$9.31K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-438- 9.29% |
$58.3K - $61.9K
|
4.28K
$632K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
218+ 205.66% |
$28K - $31K
|
324
$47.9K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.68KNew |
$473K - $524K
|
3.68K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.6K+ 44.73% |
$1.1M - $1.22M
|
27.8K
$4.11M
|
|