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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-27K- 6.19% |
$3.47M - $3.85M
|
410K
$56.2M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.03K- 5.78% |
$261K - $289K
|
33.1K
$4.54M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.26K- 5.35% |
$162K - $180K
|
22.3K
$3.06M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-729- 13.66% |
$93.6K - $104K
|
4.61K
$632K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-597- 17.97% |
$76.6K - $84.9K
|
2.73K
$374K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-575- 74.19% |
$73.8K - $81.8K
|
200
$27.4K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-453- 9.39% |
$58.1K - $64.5K
|
4.37K
$599K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-441- 8.56% |
$56.6K - $62.7K
|
4.71K
$647K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-394- 49.07% |
$50.6K - $56.1K
|
409
$56.1K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-211- 4.82% |
$27.1K - $30K
|
4.17K
$572K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-176- 36.51% |
$22.6K - $25K
|
306
$42K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-165- 1.18% |
$21.2K - $23.5K
|
13.8K
$1.89M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-160- 8.95% |
$20.5K - $22.8K
|
1.63K
$223K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-156- 5.36% |
$20K - $22.2K
|
2.75K
$378K
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-155- 4.13% |
$19.9K - $22.1K
|
3.6K
$494K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 60.61% |
$12.8K - $14.2K
|
65
$8.92K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 6.37% |
$10.5K - $11.7K
|
1.21K
$165K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-27- 1.37% |
$3.46K - $3.84K
|
1.95K
$267K
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-19- 0.45% |
$2.44K - $2.7K
|
4.17K
$572K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13- 81.25% |
$1.67K - $1.85K
|
3
$412
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-12- 10.91% |
$1.54K - $1.71K
|
98
$13.4K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10- 0.59% |
$1.28K - $1.42K
|
1.69K
$232K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-8- 0.16% |
$1.03K - $1.14K
|
5.07K
$696K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.6K- 68.8% |
$2.6M - $3.13M
|
10.7K
$1.47M
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-951- 29.55% |
$105K - $126K
|
2.27K
$311K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-533- 23.26% |
$58.8K - $70.8K
|
1.76K
$241K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-228- 9.18% |
$25.1K - $30.3K
|
2.26K
$310K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-97- 32.99% |
$10.7K - $12.9K
|
197
$27K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-77- 7.73% |
$8.49K - $10.2K
|
919
$126K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.62% |
$662 - $797
|
965
$132K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5- 0.25% |
$552 - $664
|
2.01K
$276K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.13K- 99.98% |
$597K - $656K
|
1
$137
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-544- 4.85% |
$63.3K - $69.6K
|
10.7K
$1.47M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.57K- 13.68% |
$179K - $193K
|
9.92K
$1.36M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-107- 47.14% |
$12.2K - $13.1K
|
120
$16.5K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 5.01% |
$118K - $134K
|
20.1K
$2.75M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-402- 79.6% |
$44.9K - $50.9K
|
103
$14.1K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16- 0.72% |
$1.79K - $2.02K
|
2.21K
$303K
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-2.26K- 5.11% |
$247K - $272K
|
41.9K
$5.74M
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-216- 9.64% |
$23.7K - $26.1K
|
2.02K
$278K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-2.51K- 1.45% |
N/A
|
171K
$23.5M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 50.2% |
N/A
|
124
$17K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-90- 23.32% |
N/A
|
296
$40.6K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-59- 33.52% |
N/A
|
117
$16.1K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21.2KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.72K- 71.14% |
N/A
|
2.32K
$318K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.03KClosed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.9KClosed |
N/A
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.34KClosed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|