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% |
$6.33M - $7.06M
|
112K
$16.7M
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
31.5K+ 917.37% |
$3.45M - $3.85M
|
35K
$5.2M
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
24KNew |
$2.62M - $2.92M
|
24K
$3.57M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.4K+ 99.98% |
$2.34M - $2.61M
|
42.8K
$6.36M
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.7K+ 69.19% |
$1.5M - $1.68M
|
33.6K
$5M
|
|
May 11, 2021
Q1 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
12KNew |
$1.31M - $1.46M
|
12K
$1.78M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
11.9K+ 11.9% |
$1.31M - $1.46M
|
112K
$16.7M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 3.44% |
$1.15M - $1.29M
|
317K
$47.2M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 75.94% |
$1.11M - $1.23M
|
23.4K
$3.48M
|
|
May 20, 2021
Q1 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.55K+ 8.65% |
$826K - $921K
|
94.8K
$14.1M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.37K+ 27.92% |
$807K - $899K
|
33.8K
$5.02M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.47KNew |
$489K - $545K
|
4.47K
$665K
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.45KNew |
$487K - $543K
|
4.45K
$662K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.76KNew |
$412K - $459K
|
3.76K
$560K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
3.42KNew |
$375K - $418K
|
3.42K
$509K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.73KNew |
$299K - $333K
|
2.73K
$406K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.82K+ 1713.21% |
$199K - $222K
|
1.92K
$286K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.26K+ 29.59% |
$137K - $153K
|
5.5K
$818K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.24K+ 3.39% |
$135K - $151K
|
37.7K
$5.6M
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
BUY
|
- |
824+ 12.4% |
$90.2K - $101K
|
7.47K
$1.11M
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
700New |
$76.6K - $85.4K
|
700
$104K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
423New |
$46.3K - $51.6K
|
423
$62.9K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
412New |
$45.1K - $50.3K
|
412
$61.3K
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
335+ 7.6% |
$36.7K - $40.9K
|
4.75K
$706K
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
286New |
$31.3K - $34.9K
|
286
$42.5K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
251New |
$27.5K - $30.6K
|
251
$37.3K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
172+ 0.66% |
$18.8K - $21K
|
26.2K
$3.9M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
106New |
$11.6K - $12.9K
|
106
$15.8K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60+ 0.38% |
$6.57K - $7.32K
|
15.8K
$2.36M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
59+ 3.01% |
$6.46K - $7.2K
|
2.02K
$300K
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$657 - $732
|
3.86K
$574K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-35- 13.46% |
$3.83K - $4.27K
|
225
$33.5K
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-39- 1.75% |
$4.27K - $4.76K
|
2.19K
$325K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-42Closed |
$4.6K - $5.12K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47- 2.82% |
$5.14K - $5.73K
|
1.62K
$241K
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-54Closed |
$5.91K - $6.59K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-85- 3.87% |
$9.3K - $10.4K
|
2.11K
$314K
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-103Closed |
$11.3K - $12.6K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-126Closed |
$13.8K - $15.4K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
SELL
|
- |
-231- 5.01% |
$25.3K - $28.2K
|
4.38K
$652K
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-267- 8.22% |
$29.2K - $32.6K
|
2.98K
$444K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-300Closed |
$32.8K - $36.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-300Closed |
$32.8K - $36.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-305- 14.07% |
$33.4K - $37.2K
|
1.86K
$277K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-359- 40.11% |
$39.3K - $43.8K
|
536
$79.7K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-359- 2.16% |
$39.3K - $43.8K
|
16.3K
$2.42M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-470- 8.33% |
$51.4K - $57.3K
|
5.18K
$770K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-559- 83.56% |
$61.2K - $68.2K
|
110
$16.4K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-758- 3.47% |
$82.9K - $92.5K
|
21.1K
$3.14M
|