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 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
10New |
$1.26K - $1.35K
|
10
$1.58K
|
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.47KClosed |
$311K - $334K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
20KNew |
$2.52M - $2.7M
|
20K
$3.15M
|
|
| Q2 2021 | |||||||
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-470- 67.14% |
$57K - $60.9K
|
230
$36.3K
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.45KClosed |
$540K - $577K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.02KClosed |
$245K - $262K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.62KClosed |
$197K - $210K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-70Closed |
$8.5K - $9.07K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.27KClosed |
$275K - $294K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-34.8KClosed |
$4.22M - $4.51M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-2.19KClosed |
$265K - $284K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-1.78KClosed |
$216K - $231K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29.1KClosed |
$3.18M - $3.55M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.98KClosed |
$435K - $485K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-300Closed |
$32.8K - $36.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-731KClosed |
$79.9M - $89.1M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8KClosed |
$197K - $220K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-280KClosed |
$30.6M - $34.1M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.13KClosed |
$233K - $260K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6KClosed |
$1.38M - $1.54M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-42Closed |
$4.6K - $5.12K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15.5KClosed |
$1.7M - $1.9M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-54Closed |
$5.91K - $6.59K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.23KClosed |
$353K - $394K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-126Closed |
$13.8K - $15.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.71KClosed |
$296K - $330K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7.3KClosed |
$799K - $890K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17KClosed |
$566K - $631K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-103Closed |
$11.3K - $12.6K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-4.14KClosed |
$453K - $505K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-13.8KClosed |
$1.51M - $1.69M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17.7KClosed |
$1.94M - $2.16M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-983- 98.1% |
$108K - $120K
|
19
$3K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.9KClosed |
$270K - $322K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-19Closed |
$1.77K - $2.11K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5Closed |
$467 - $556
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.04KClosed |
$377K - $449K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-320Closed |
$29.9K - $35.6K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.11KClosed |
$103K - $123K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.64KClosed |
$714K - $850K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-20.1KClosed |
$1.88M - $2.24M
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$267K - $317K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-50.8KClosed |
$4.42M - $5.01M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-90Closed |
$7.84K - $8.88K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.7KClosed |
$1.89M - $2.14M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43Closed |
$3.75K - $4.24K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-243Closed |
$21.2K - $24K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6Closed |
$523 - $592
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$1.48K - $1.68K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.33KNew |
$203K - $230K
|
2.33K
$368K
|
|