Purchases and Sales Made in Q1 2021 in Ishares Msci Usa Size Factor E (SIZE)
This table provides information about the institutional ownership of Ishares Msci Usa Size Factor E (SIZE) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SIZE FACTOR E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.9K+ 105.87% |
N/A
|
112K
$15.5M
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
31.5K+ 917.37% |
N/A
|
35K
$4.81M
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
24KNew |
N/A
|
24K
$3.3M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.4K+ 99.98% |
N/A
|
42.8K
$5.88M
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.7K+ 69.19% |
N/A
|
33.6K
$4.62M
|
|
May 11, 2021
Q1 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
12KNew |
N/A
|
12K
$1.65M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
11.9K+ 11.9% |
N/A
|
112K
$15.4M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 3.44% |
N/A
|
317K
$43.6M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 75.94% |
N/A
|
23.4K
$3.22M
|
|
May 20, 2021
Q1 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.55K+ 8.65% |
N/A
|
94.8K
$13M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.37K+ 27.92% |
N/A
|
33.8K
$4.64M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.47KNew |
N/A
|
4.47K
$614K
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.45KNew |
N/A
|
4.45K
$612K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.76KNew |
N/A
|
3.76K
$517K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$471K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.73KNew |
N/A
|
2.73K
$375K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.82K+ 1713.21% |
N/A
|
1.92K
$264K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.26K+ 29.59% |
N/A
|
5.5K
$756K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.24K+ 3.39% |
N/A
|
37.7K
$5.18M
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
BUY
|
- |
824+ 12.4% |
N/A
|
7.47K
$1.03M
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
700New |
N/A
|
700
$96.2K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
423New |
N/A
|
423
$58.1K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
412New |
N/A
|
412
$56.6K
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
335+ 7.6% |
N/A
|
4.75K
$652K
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
286New |
N/A
|
286
$39.3K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
251New |
N/A
|
251
$34.5K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
172+ 0.66% |
N/A
|
26.2K
$3.6M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
106New |
N/A
|
106
$14.6K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60+ 0.38% |
N/A
|
15.8K
$2.18M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
59+ 3.01% |
N/A
|
2.02K
$277K
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
N/A
|
3.86K
$530K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-35- 13.46% |
N/A
|
225
$30.9K
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-39- 1.75% |
N/A
|
2.19K
$301K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-42Closed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47- 2.82% |
N/A
|
1.62K
$223K
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-54Closed |
N/A
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-85- 3.87% |
N/A
|
2.11K
$290K
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-126Closed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
SELL
|
- |
-231- 5.01% |
N/A
|
4.38K
$602K
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-267- 8.22% |
N/A
|
2.98K
$410K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-305- 14.07% |
N/A
|
1.86K
$256K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-359- 40.11% |
N/A
|
536
$73.7K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-359- 2.16% |
N/A
|
16.3K
$2.24M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-470- 8.33% |
N/A
|
5.18K
$711K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-559- 83.56% |
N/A
|
110
$15.1K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-758- 3.47% |
N/A
|
21.1K
$2.9M
|