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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 71.48% |
$2.23M - $2.69M
|
41.8K
$6.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
419+ 42.93% |
$53.7K - $64.8K
|
1.4K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.34% |
$1.03K - $1.24K
|
2.36K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.9K+ 4044.35% |
$7.29M - $8.79M
|
58.3K
$9.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.3K- 15.36% |
$935K - $1.13M
|
40.2K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.7K+ 56.48% |
$2.91M - $3.51M
|
62.9K
$9.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.9K+ 4.62% |
$2.81M - $3.39M
|
496K
$77.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-194- 71.32% |
$24.9K - $30K
|
78
$12.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-699- 5.64% |
$89.6K - $108K
|
11.7K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 0.91% |
$3.2K - $3.86K
|
2.78K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
975New |
$125K - $151K
|
975
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.72K+ 54.51% |
$220K - $265K
|
4.86K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4New |
$513 - $618
|
4
$621
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
924+ 115.07% |
$118K - $143K
|
1.73K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.22K- 22.15% |
$540K - $651K
|
14.8K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
490+ 11.98% |
$62.8K - $75.7K
|
4.58K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-202- 3.98% |
$25.9K - $31.2K
|
4.88K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.7K+ 8.16% |
$346K - $417K
|
35.8K
$5.56M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.44KNew |
$185K - $223K
|
1.44K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-134- 6.59% |
$17.2K - $20.7K
|
1.9K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.81K+ 173.6% |
$872K - $1.05M
|
10.7K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 23.08% |
$1.15K - $1.39K
|
48
$7.46K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67+ 4.64% |
$8.59K - $10.4K
|
1.51K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
485+ 2.79% |
$62.2K - $75K
|
17.9K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13- 0.66% |
$1.67K - $2.01K
|
1.96K
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-92.7K- 99.24% |
$11.9M - $14.3M
|
710
$110K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27- 71.05% |
$3.46K - $4.17K
|
11
$1.71K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 3.42% |
$204K - $246K
|
48.2K
$7.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.49K+ 90.64% |
$319K - $385K
|
5.24K
$814K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$179K - $216K
|
1.4K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$384 - $464
|
1.94K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$128 - $155
|
3.96K
$616K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
80+ 5.49% |
$10.3K - $12.4K
|
1.54K
$239K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
104KNew |
$13.3M - $16M
|
104K
$16.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95.7K- 53.02% |
$12.3M - $14.8M
|
84.8K
$13.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
247+ 14.61% |
$31.7K - $38.2K
|
1.94K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
92New |
$11.8K - $14.2K
|
92
$14.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-89- 2.15% |
$11.4K - $13.8K
|
4.05K
$630K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 1.69% |
$1.54K - $1.85K
|
698
$108K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7- 0.12% |
$897 - $1.08K
|
5.83K
$905K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.36% |
$897 - $1.08K
|
1.96K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.21% |
$384 - $464
|
1.46K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
8.51K+ 5.35% |
$1.09M - $1.31M
|
168K
$26M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-46- 0.95% |
$5.89K - $7.11K
|
4.79K
$744K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3- 0.09% |
$384 - $464
|
3.34K
$518K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-23- 0.32% |
$2.95K - $3.55K
|
7.27K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40New |
$5.13K - $6.18K
|
40
$6.21K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14New |
$1.79K - $2.16K
|
14
$2.18K
|