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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.8K- 4.69% |
$2.27M - $2.51M
|
342K
$51.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 36.21% |
$1.51M - $1.67M
|
19.7K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.88K- 72.7% |
$794K - $877K
|
2.21K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.24K- 7.79% |
$437K - $483K
|
38.3K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.9K- 75.39% |
$392K - $433K
|
947
$142K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.6K- 7.34% |
$216K - $239K
|
20.2K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-725- 47.45% |
$97.9K - $108K
|
803
$120K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-498- 6.34% |
$67.2K - $74.3K
|
7.36K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-363- 2.74% |
$49K - $54.2K
|
12.9K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-214- 2.49% |
$28.9K - $31.9K
|
8.38K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-158- 3.49% |
$21.3K - $23.6K
|
4.37K
$656K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-150- 3.63% |
$20.3K - $22.4K
|
3.98K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-143- 5.24% |
$19.3K - $21.3K
|
2.59K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-70- 2.98% |
$9.45K - $10.4K
|
2.28K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-47- 0.93% |
$6.35K - $7.01K
|
5.02K
$753K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-41- 2.04% |
$5.54K - $6.12K
|
1.97K
$296K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-32- 1.11% |
$4.32K - $4.78K
|
2.85K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 27.36% |
$3.92K - $4.33K
|
77
$11.5K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26- 0.82% |
$3.51K - $3.88K
|
3.13K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17- 1.08% |
$2.3K - $2.54K
|
1.55K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.1% |
$135 - $149
|
90
$13.5K
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-438- 9.29% |
$58.3K - $61.9K
|
4.28K
$641K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-102- 2.83% |
$13.6K - $14.4K
|
3.5K
$524K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.2% |
$3.33K - $3.53K
|
12.8K
$1.92M
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-575- 74.19% |
$73.8K - $81.8K
|
200
$30K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-211- 4.82% |
$27.1K - $30K
|
4.17K
$625K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 60.61% |
$12.8K - $14.2K
|
65
$9.75K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-27- 1.37% |
$3.46K - $3.84K
|
1.95K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10- 0.59% |
$1.28K - $1.42K
|
1.69K
$253K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-951- 29.55% |
$105K - $126K
|
2.27K
$340K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-97- 32.99% |
$10.7K - $12.9K
|
197
$29.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-77- 7.73% |
$8.49K - $10.2K
|
919
$138K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.13K- 99.98% |
$597K - $656K
|
1
$150
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.57K- 13.68% |
$179K - $193K
|
9.92K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-107- 47.14% |
$12.2K - $13.1K
|
120
$18K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 5.01% |
$118K - $134K
|
20.1K
$3.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-402- 79.6% |
$44.9K - $50.9K
|
103
$15.4K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16- 0.72% |
$1.79K - $2.02K
|
2.21K
$332K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-2.26K- 5.11% |
$234K - $272K
|
41.9K
$6.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-216- 9.64% |
$22.5K - $26.1K
|
2.02K
$303K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-2.51K- 1.45% |
$262K - $318K
|
171K
$25.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 50.2% |
$13K - $15.8K
|
124
$18.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-90- 23.32% |
$9.38K - $11.4K
|
296
$44.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-59- 33.52% |
$6.15K - $7.47K
|
117
$17.5K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21.2KClosed |
$2.25M - $2.79M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.72K- 71.14% |
$606K - $751K
|
2.32K
$348K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.03KClosed |
$533K - $660K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.9KClosed |
$520K - $644K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.34KClosed |
$460K - $570K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.28KClosed |
$454K - $562K
|
0
$0
|
|