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 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-786- 6.17% |
$86K - $95.9K
|
12K
$1.78M
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-802- 55.66% |
$87.8K - $97.8K
|
639
$95.1K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-983- 98.1% |
$108K - $120K
|
19
$2.83K
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 31.82% |
$116K - $129K
|
2.27K
$337K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.09K- 6.94% |
$119K - $133K
|
14.7K
$2.18M
|
|
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 7.86% |
$124K - $138K
|
13.3K
$1.98M
|
|
Apr 26, 2021
Q1 2021
|
Ma Private Wealth
|
SELL
|
- |
-1.42K- 2.42% |
$155K - $173K
|
57.3K
$8.52M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.46K- 3.73% |
$160K - $178K
|
37.6K
$5.6M
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8KClosed |
$197K - $220K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.13KClosed |
$233K - $260K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.35K- 39.78% |
$257K - $287K
|
3.56K
$530K
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.71KClosed |
$296K - $330K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-2.91K- 38.74% |
$318K - $355K
|
4.6K
$684K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.23KClosed |
$353K - $394K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.62KClosed |
$396K - $442K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.68K- 74.98% |
$403K - $449K
|
1.23K
$183K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.74K- 75.6% |
$409K - $456K
|
1.21K
$180K
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.98KClosed |
$435K - $485K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-4.14KClosed |
$453K - $505K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.69KClosed |
$513K - $572K
|
0
$0
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.04KClosed |
$552K - $615K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17KClosed |
$566K - $631K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.76K- 22.04% |
$631K - $703K
|
20.4K
$3.03M
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.36K- 21.15% |
$696K - $776K
|
23.7K
$3.53M
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7.3KClosed |
$799K - $890K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-7.57K- 85.97% |
$829K - $924K
|
1.24K
$184K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.5KClosed |
$930K - $1.04M
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.48K- 81.48% |
$1.04M - $1.16M
|
2.16K
$321K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.2K- 64.19% |
$1.33M - $1.48M
|
6.78K
$1.01M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6KClosed |
$1.38M - $1.54M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 76.47% |
$1.5M - $1.67M
|
4.21K
$627K
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-13.8KClosed |
$1.51M - $1.69M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.1K- 39.16% |
$1.54M - $1.71M
|
21.8K
$3.25M
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15.5KClosed |
$1.7M - $1.9M
|
0
$0
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17.5KClosed |
$1.91M - $2.13M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17.7KClosed |
$1.94M - $2.16M
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29.1KClosed |
$3.18M - $3.55M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-34.3K- 95.06% |
$3.75M - $4.18M
|
1.78K
$265K
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-57.6KClosed |
$6.31M - $7.03M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-59.6K- 89.4% |
$6.52M - $7.27M
|
7.07K
$1.05M
|
|
May 12, 2021
Q1 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-280KClosed |
$30.6M - $34.1M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-731KClosed |
$79.9M - $89.1M
|
0
$0
|