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 13, 2020
Q2 2020
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.18KClosed |
$349K - $493K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1KClosed |
$683K - $963K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-706Closed |
$47.6K - $67.2K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.9KClosed |
$802K - $1.13M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.4KClosed |
$364K - $514K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-38Closed |
$2.56K - $3.62K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-83.9KClosed |
$5.66M - $7.98M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.6KClosed |
$853K - $1.2M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-33Closed |
$2.23K - $3.14K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.5KClosed |
$845K - $1.19M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.85KClosed |
$395K - $557K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-14.3KClosed |
$967K - $1.36M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.22KClosed |
$352K - $496K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-413KClosed |
$27.9M - $39.3M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-93.8KClosed |
$6.33M - $8.92M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.9KClosed |
$804K - $1.13M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-307KClosed |
$20.7M - $29.2M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.44KClosed |
$367K - $518K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-27.2KClosed |
$1.84M - $2.59M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.7KClosed |
$385K - $543K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
SELL
|
- |
-31.6KClosed |
$2.13M - $3.01M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-14.4KClosed |
$973K - $1.37M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-246Closed |
$16.6K - $23.4K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-14KClosed |
$946K - $1.34M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.92KClosed |
$399K - $563K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-35.7KClosed |
$2.41M - $3.39M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-16.1KClosed |
$1.09M - $1.53M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.53KClosed |
$306K - $431K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Mcia Inc
|
SELL
|
- |
-10.4KClosed |
$703K - $991K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-7.98KClosed |
$538K - $760K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Tsfg, LLC
|
SELL
|
- |
-48Closed |
$3.24K - $4.57K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11Closed |
$676 - $1.11K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.8KClosed |
$1.15M - $1.9M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-273Closed |
$16.8K - $27.6K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-12.1KClosed |
$742K - $1.22M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.5K- 36.25% |
$1.32M - $2.17M
|
37.8K
$5.66M
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-5.87KClosed |
$360K - $592K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Assetmark, Inc
|
SELL
|
- |
-310Closed |
$19K - $31.3K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-84Closed |
$5.16K - $8.48K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69Closed |
$4.24K - $6.97K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.66KClosed |
$225K - $369K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.2K- 18.69% |
$626K - $1.03M
|
44.3K
$6.63M
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.67KClosed |
$287K - $471K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-25.6KClosed |
$1.57M - $2.59M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-17KClosed |
$1.05M - $1.72M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-19.3KClosed |
$1.19M - $1.95M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.18KClosed |
$134K - $220K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.2KNew |
$2.03M - $2.26M
|
23.2K
$3.46M
|
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
127New |
$11.1K - $12.4K
|
127
$19K
|
|
|
Feb 13, 2020
Q4 2019
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5KClosed |
$438K - $488K
|
0
$0
|
|