Latest Institutional Purchases of Ishares Msci Usa Size Factor E (SIZE)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Size Factor E (SIZE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
8.51K+ 5.35% |
$1.09M - $1.31M
|
168K
$26.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.18KNew |
$407K - $491K
|
3.18K
$501K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.58K+ 2.3% |
$331K - $399K
|
115K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40New |
$5.13K - $6.18K
|
40
$6.31K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14New |
$1.79K - $2.16K
|
14
$2.21K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.8K+ 11.98% |
$7.19M - $7.91M
|
475K
$74.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 32.97% |
$1.67M - $1.84M
|
47.5K
$7.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.14KNew |
$586K - $644K
|
4.14K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.75KNew |
$390K - $428K
|
2.75K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.7K+ 9.83% |
$241K - $265K
|
19K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.5K+ 99.54% |
$213K - $234K
|
3.01K
$474K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$205K - $225K
|
1.45K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14K+ 13.08% |
$162K - $178K
|
9.89K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
593+ 44.45% |
$84K - $92.4K
|
1.93K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
195+ 253.25% |
$27.6K - $30.4K
|
272
$42.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
116+ 3.83% |
$16.4K - $18.1K
|
3.15K
$496K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 3.21% |
$10.3K - $11.4K
|
2.35K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62New |
$8.78K - $9.66K
|
62
$9.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
40New |
$5.67K - $6.23K
|
40
$6.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.83% |
$1.7K - $1.87K
|
1.46K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.36% |
$992 - $1.09K
|
1.96K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.14% |
$283 - $312
|
1.46K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$142 - $156
|
1.41K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 2.0% |
$142 - $156
|
51
$8.05K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.83KNew |
$857K - $927K
|
5.83K
$920K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.61K+ 2.88% |
$384K - $415K
|
93.4K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$205K - $222K
|
1.4K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
336+ 21.62% |
$49.4K - $53.4K
|
1.89K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
277New |
$40.7K - $44K
|
277
$43.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
55New |
$8.08K - $8.74K
|
55
$8.68K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$7.35K - $7.94K
|
50
$7.89K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.44KNew |
$194K - $215K
|
1.44K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.4KNew |
$189K - $208K
|
1.4K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.1KNew |
$149K - $164K
|
1.1K
$174K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
408New |
$55.1K - $60.9K
|
408
$64.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135+ 8.03% |
$18.2K - $20.1K
|
1.82K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$13.5K - $14.9K
|
100
$15.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$13.5K - $14.9K
|
100
$15.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3New |
$405 - $448
|
3
$473
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.8K+ 4.83% |
$2.63M - $2.8M
|
429K
$67.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
63New |
$8.38K - $8.9K
|
63
$9.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111New |
$14.2K - $15.8K
|
111
$17.5K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
64+ 15.96% |
$8.21K - $9.11K
|
465
$73.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50New |
$6.42K - $7.11K
|
50
$7.89K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.62% |
$128 - $142
|
163
$25.7K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.66KNew |
$956K - $1.15M
|
8.66K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
48New |
$5.29K - $6.37K
|
48
$7.57K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
48New |
$5.29K - $6.37K
|
48
$7.57K
|
|