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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.2K+ 24.08% |
$12.1M - $13.1M
|
424K
$64.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 54.4% |
$1.85M - $2M
|
35.7K
$5.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.01K+ 191.79% |
$882K - $954K
|
9.14K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.83KNew |
$857K - $927K
|
5.83K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.46K+ 14.25% |
$802K - $868K
|
43.8K
$6.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.61K+ 2.88% |
$384K - $415K
|
93.4K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.4K+ 2.19% |
$353K - $381K
|
112K
$17M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99KNew |
$292K - $316K
|
1.99K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.45KNew |
$212K - $230K
|
1.45K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$205K - $222K
|
1.4K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 2.62% |
$176K - $190K
|
46.7K
$7.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
888+ 40.11% |
$130K - $141K
|
3.1K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
857+ 0.47% |
$126K - $136K
|
184K
$27.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
728+ 16.64% |
$107K - $116K
|
5.1K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
545New |
$80.1K - $86.6K
|
545
$83K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
336+ 21.62% |
$49.4K - $53.4K
|
1.89K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
287+ 27.41% |
$42.2K - $45.6K
|
1.33K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
277New |
$40.7K - $44K
|
277
$42.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
251+ 9.03% |
$36.9K - $39.9K
|
3.03K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
55New |
$8.08K - $8.74K
|
55
$8.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
50New |
$7.35K - $7.94K
|
50
$7.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$7.35K - $7.94K
|
50
$7.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
12+ 0.62% |
$1.76K - $1.91K
|
1.94K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 0.76% |
$1.62K - $1.75K
|
1.45K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9+ 0.46% |
$1.32K - $1.43K
|
1.95K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.42% |
$735 - $794
|
358
$54.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.98KNew |
$807K - $892K
|
5.98K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.44KNew |
$194K - $215K
|
1.44K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.4KNew |
$189K - $208K
|
1.4K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.1KNew |
$149K - $164K
|
1.1K
$167K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
408New |
$55.1K - $60.9K
|
408
$62.1K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
159+ 4.76% |
$21.5K - $23.7K
|
3.5K
$532K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135+ 8.03% |
$18.2K - $20.1K
|
1.82K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
115New |
$15.5K - $17.2K
|
115
$17.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$13.5K - $14.9K
|
100
$15.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$13.5K - $14.9K
|
100
$15.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3New |
$405 - $448
|
3
$457
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.08% |
$135 - $149
|
1.21K
$184K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.8K+ 4.83% |
$2.63M - $2.8M
|
429K
$65.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
63New |
$8.38K - $8.9K
|
63
$9.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.68KNew |
$473K - $524K
|
3.68K
$561K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111New |
$14.2K - $15.8K
|
111
$16.9K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
87New |
$11.2K - $12.4K
|
87
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
64+ 15.96% |
$8.21K - $9.11K
|
465
$70.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50New |
$6.42K - $7.11K
|
50
$7.61K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.62% |
$128 - $142
|
163
$24.8K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.66KNew |
$956K - $1.15M
|
8.66K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
48New |
$5.29K - $6.37K
|
48
$7.31K
|
|