Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Size Factor E (SIZE)

SIZE Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Size Factor E (SIZE) during Q1 2022. 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 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
109K
New
$13.3M - $15M
109K $16.1M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
62.4K
+ 71.95%
$7.61M - $8.6M
149K $22.1M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
38.7K
+ 291.19%
$4.72M - $5.33M
52K $7.69M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
37.2K
+ 45.44%
$4.54M - $5.13M
119K $17.6M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
15.7K
+ 299.26%
$1.92M - $2.17M
21K $3.11M
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
9.43K
+ 35.32%
$1.15M - $1.3M
36.1K $5.34M
Apr 29, 2022 Q1 2022
Straight Path Wealth Management

BUY
 -
8.18K
+ 115.44%
$998K - $1.13M
15.3K $2.26M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.54K
+ 21.89%
$919K - $1.04M
42K $6.2M
May 13, 2022 Q1 2022
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
7.1K
+ 50.27%
$866K - $977K
21.2K $3.14M
May 20, 2022 Q1 2022
Van Hulzen Asset Management, LLC

BUY
 -
6.87K
+ 24.13%
$838K - $946K
35.3K $5.22M
May 04, 2022 Q1 2022
Ma Private Wealth

BUY
 -
5.29K
+ 7.76%
$645K - $729K
73.5K $10.9M
May 02, 2022 Q1 2022
Hnp Capital LLC

BUY
 -
2.35K
New
$286K - $323K
2.35K $347K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.24K
+ 21.42%
$273K - $308K
12.7K $1.88M
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.96K
New
$239K - $270K
1.96K $290K
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.79K
New
$218K - $246K
1.79K $264K
Apr 21, 2022 Q1 2022
Trinity Wealth Management, LLC

BUY
 -
1.47K
+ 1.5%
$179K - $202K
99.3K $14.7M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
363
+ 352.43%
$44.3K - $50K
466 $68.9K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
175
New
$21.3K - $24.1K
175 $25.9K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
152
+ 4.05%
$18.5K - $20.9K
3.91K $577K
Apr 22, 2022 Q1 2022
Cypress Wealth Services, LLC

BUY
 -
5
+ 0.27%
$610 - $689
1.87K $276K
May 06, 2022 Q1 2022
Retirement Group, LLC

BUY
 -
1
+ 0.2%
$122 - $138
508 $75.1K
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

BUY
 -
1
+ 0.11%
$122 - $138
938 $139K
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.96%
$122 - $138
105 $15.5K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-5
- 6.17%
$610 - $689
76 $11.2K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-37
- 1.86%
$4.51K - $5.1K
1.95K $288K
Apr 27, 2022 Q1 2022
Argi Investment Services, LLC

SELL
 -
-46
- 0.8%
$5.61K - $6.34K
5.68K $840K
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

SELL
 -
-88
- 51.76%
$10.7K - $12.1K
82 $12.1K
Apr 08, 2022 Q1 2022
Beacon Financial Group

SELL
 -
-99
- 2.23%
$12.1K - $13.6K
4.34K $641K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-108
- 3.32%
$13.2K - $14.9K
3.14K $465K
May 10, 2022 Q1 2022
Meeder Asset Management Inc

SELL
 -
-115
- 40.21%
$14K - $15.8K
171 $25.3K
Apr 28, 2022 Q1 2022
Midwest Heritage Bank, Fsb

SELL
 -
-119
- 3.76%
$14.5K - $16.4K
3.04K $450K
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

SELL
 -
-130
- 5.34%
$15.9K - $17.9K
2.31K $341K
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

SELL
 -
-145
- 6.59%
$17.7K - $20K
2.06K $304K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-176
Closed
$21.5K - $24.2K
0 $0
May 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-177
- 25.65%
$21.6K - $24.4K
513 $75.8K
May 02, 2022 Q1 2022
Bcgm Wealth Management, LLC

SELL
 -
-212
- 5.63%
$25.9K - $29.2K
3.56K $526K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-284
- 6.22%
$34.6K - $39.1K
4.28K $633K
Apr 15, 2022 Q1 2022
G&S Capital LLC

SELL
 -
-296
- 3.09%
$36.1K - $40.8K
9.28K $1.37M
May 13, 2022 Q1 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-323
- 4.11%
$39.4K - $44.5K
7.54K $1.11M
May 02, 2022 Q1 2022
Simplex Trading, LLC

SELL
 -
-358
- 71.6%
$43.7K - $49.3K
142 $21K
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-445
- 5.25%
$54.3K - $61.3K
8.04K $1.19M
Apr 15, 2022 Q1 2022
Tkg Advisors, LLC

SELL
 -
-446
- 9.5%
$54.4K - $61.4K
4.25K $628K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-679
- 18.21%
$82.8K - $93.5K
3.05K $451K
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-687
- 59.69%
$83.8K - $94.6K
464 $68.6K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-724
Closed
$88.3K - $99.7K
0 $0
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-966
- 8.84%
$118K - $133K
9.97K $1.47M
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-992
Closed
$121K - $137K
0 $0
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

SELL
 -
-1.5K
Closed
$183K - $207K
0 $0

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