Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-960- 13.26% |
$123K - $148K
|
6.28K
$980K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-235- 63.69% |
$30.1K - $36.3K
|
134
$20.9K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.8K- 43.54% |
$2.66M - $2.93M
|
24.4K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-4.26K- 2.61% |
$603K - $663K
|
159K
$24.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.59K- 8.21% |
$509K - $560K
|
40.2K
$6.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.05K- 1.66% |
$432K - $475K
|
180K
$28.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.94K- 33.15% |
$275K - $303K
|
3.92K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 60.71% |
$214K - $235K
|
976
$152K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.29K- 35.12% |
$183K - $202K
|
2.39K
$373K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-516- 2.88% |
$73.1K - $80.4K
|
17.4K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-491- 10.72% |
$69.6K - $76.5K
|
4.09K
$639K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355- 11.44% |
$50.3K - $55.3K
|
2.75K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-251- 26.12% |
$35.6K - $39.1K
|
710
$111K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-188- 2.06% |
$26.6K - $29.3K
|
8.95K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-140- 0.3% |
$19.8K - $21.8K
|
46.6K
$7.27M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-137- 7.37% |
$19.4K - $21.3K
|
1.72K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-132- 3.09% |
$18.7K - $20.6K
|
4.14K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-105- 11.09% |
$14.9K - $16.4K
|
842
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-103- 5.74% |
$14.6K - $16K
|
1.69K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-78- 0.63% |
$11.1K - $12.1K
|
12.4K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-49- 56.32% |
$6.94K - $7.63K
|
38
$5.93K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-30- 5.5% |
$4.25K - $4.67K
|
515
$80.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 0.9% |
$3.54K - $3.89K
|
2.76K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24- 0.47% |
$3.4K - $3.74K
|
5.08K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16- 0.78% |
$2.27K - $2.49K
|
2.03K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.97% |
$1.13K - $1.25K
|
814
$127K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$142 - $156
|
1.94K
$302K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.1K- 88.08% |
$4.28M - $4.63M
|
3.95K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.03K- 47.46% |
$299K - $323K
|
2.25K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-123- 2.45% |
$18.1K - $19.5K
|
4.9K
$765K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-13- 0.33% |
$1.91K - $2.07K
|
3.97K
$619K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-725- 47.45% |
$97.9K - $108K
|
803
$125K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-41- 2.04% |
$5.54K - $6.12K
|
1.97K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.1% |
$135 - $149
|
90
$14K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.2% |
$3.33K - $3.53K
|
12.8K
$2M
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-575- 74.19% |
$73.8K - $81.8K
|
200
$31.2K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 60.61% |
$12.8K - $14.2K
|
65
$10.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10- 0.59% |
$1.28K - $1.42K
|
1.69K
$264K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-951- 29.55% |
$105K - $126K
|
2.27K
$354K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-97- 32.99% |
$10.7K - $12.9K
|
197
$30.7K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.13K- 99.98% |
$597K - $656K
|
1
$156
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.57K- 13.68% |
$179K - $193K
|
9.92K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-107- 47.14% |
$12.2K - $13.1K
|
120
$18.7K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 5.01% |
$118K - $134K
|
20.1K
$3.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-402- 79.6% |
$44.9K - $50.9K
|
103
$16.1K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16- 0.72% |
$1.79K - $2.02K
|
2.21K
$345K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-2.26K- 5.11% |
$234K - $272K
|
41.9K
$6.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-216- 9.64% |
$22.5K - $26.1K
|
2.02K
$316K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 50.2% |
$13K - $15.8K
|
124
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-90- 23.32% |
$9.38K - $11.4K
|
296
$46.2K
|
|