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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.94K- 33.15% |
$275K - $303K
|
3.92K
$586K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 3.21% |
$10.3K - $11.4K
|
2.35K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-105- 11.09% |
$14.9K - $16.4K
|
842
$126K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.8K+ 11.98% |
$7.19M - $7.91M
|
475K
$71M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.8K- 43.54% |
$2.66M - $2.93M
|
24.4K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-30- 5.5% |
$4.25K - $4.67K
|
515
$77K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16- 0.78% |
$2.27K - $2.49K
|
2.03K
$304K
|
|
|
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 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.75KNew |
$390K - $428K
|
2.75K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-78- 0.63% |
$11.1K - $12.1K
|
12.4K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.14KNew |
$586K - $644K
|
4.14K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$142 - $156
|
1.41K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.29K- 35.12% |
$183K - $202K
|
2.39K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14K+ 13.08% |
$162K - $178K
|
9.89K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 60.71% |
$214K - $235K
|
976
$146K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-137- 7.37% |
$19.4K - $21.3K
|
1.72K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
116+ 3.83% |
$16.4K - $18.1K
|
3.15K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-491- 10.72% |
$69.6K - $76.5K
|
4.09K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-49- 56.32% |
$6.94K - $7.63K
|
38
$5.68K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-188- 2.06% |
$26.6K - $29.3K
|
8.95K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.83KNew |
$685K - $753K
|
4.83K
$723K
|
|
|
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 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.59K- 8.21% |
$509K - $560K
|
40.2K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
593+ 44.45% |
$84K - $92.4K
|
1.93K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355- 11.44% |
$50.3K - $55.3K
|
2.75K
$411K
|
|
|
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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
195+ 253.25% |
$27.6K - $30.4K
|
272
$40.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-251- 26.12% |
$35.6K - $39.1K
|
710
$106K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62New |
$8.78K - $9.66K
|
62
$9.27K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-516- 2.88% |
$73.1K - $80.4K
|
17.4K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 2.0% |
$142 - $156
|
51
$7.63K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$205K - $225K
|
1.45K
$216K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.14% |
$283 - $312
|
1.46K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24- 0.47% |
$3.4K - $3.74K
|
5.08K
$760K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.05K- 1.66% |
$432K - $475K
|
180K
$27M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-132- 3.09% |
$18.7K - $20.6K
|
4.14K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.97% |
$1.13K - $1.25K
|
814
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
40New |
$5.67K - $6.23K
|
40
$5.98K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$142 - $156
|
1.94K
$290K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
134+ 1.87% |
$19K - $20.9K
|
7.29K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 0.9% |
$3.54K - $3.89K
|
2.76K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-103- 5.74% |
$14.6K - $16K
|
1.69K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.83% |
$1.7K - $1.87K
|
1.46K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-4.26K- 2.61% |
$603K - $663K
|
159K
$23.8M
|
|
|
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
|
Trinity Wealth Management, LLC
|
BUY
|
- |
532+ 0.48% |
$75.4K - $82.9K
|
112K
$16.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.36% |
$992 - $1.09K
|
1.96K
$293K
|