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 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.79KClosed |
$189K - $235K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-175Closed |
$18.5K - $23K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-171Closed |
$18.1K - $22.5K
|
0
$0
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.2KClosed |
$2.47M - $2.79M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.76KClosed |
$947K - $1.07M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.96KClosed |
$361K - $408K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.89KClosed |
$352K - $397K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.92KClosed |
$234K - $264K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5KClosed |
$183K - $207K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-992Closed |
$121K - $137K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-176Closed |
$21.5K - $24.2K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-19.7KClosed |
$2.51M - $2.74M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-261Closed |
$33.3K - $36.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-39Closed |
$4.98K - $5.42K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20Closed |
$2.55K - $2.78K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.47KClosed |
$311K - $334K
|
0
$0
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-84Closed |
$10.6K - $11.4K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-34.8KClosed |
$4.22M - $4.51M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.45KClosed |
$540K - $577K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.27KClosed |
$275K - $294K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-2.19KClosed |
$265K - $284K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.02KClosed |
$245K - $262K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-1.78KClosed |
$216K - $231K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.62KClosed |
$197K - $210K
|
0
$0
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-470- 67.14% |
$57K - $60.9K
|
230
$36.3K
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-70Closed |
$8.5K - $9.07K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-731KClosed |
$79.9M - $89.1M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-280KClosed |
$30.6M - $34.1M
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29.1KClosed |
$3.18M - $3.55M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17.7KClosed |
$1.94M - $2.16M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15.5KClosed |
$1.7M - $1.9M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-13.8KClosed |
$1.51M - $1.69M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6KClosed |
$1.38M - $1.54M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.5KClosed |
$930K - $1.04M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7.3KClosed |
$799K - $890K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17KClosed |
$566K - $631K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-4.14KClosed |
$453K - $505K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.98KClosed |
$435K - $485K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.23KClosed |
$353K - $394K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.71KClosed |
$296K - $330K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.13KClosed |
$233K - $260K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8KClosed |
$197K - $220K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-983- 98.1% |
$108K - $120K
|
19
$3K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-300Closed |
$32.8K - $36.6K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-126Closed |
$13.8K - $15.4K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-103Closed |
$11.3K - $12.6K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-54Closed |
$5.91K - $6.59K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-42Closed |
$4.6K - $5.12K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-20.1KClosed |
$1.88M - $2.24M
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.64KClosed |
$714K - $850K
|
0
$0
|