Purchases and Sales Made in Q1 2022 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 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
|
- |
109KNew |
$13.3M - $15M
|
109K
$17.1M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.4K+ 71.95% |
$7.61M - $8.6M
|
149K
$23.5M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.7K+ 291.19% |
$4.72M - $5.33M
|
52K
$8.21M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.2K+ 45.44% |
$4.54M - $5.13M
|
119K
$18.8M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 299.26% |
$1.92M - $2.17M
|
21K
$3.31M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.43K+ 35.32% |
$1.15M - $1.3M
|
36.1K
$5.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
8.18K+ 115.44% |
$998K - $1.13M
|
15.3K
$2.41M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.54K+ 21.89% |
$919K - $1.04M
|
42K
$6.62M
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.1K+ 50.27% |
$866K - $977K
|
21.2K
$3.35M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.87K+ 24.13% |
$838K - $946K
|
35.3K
$5.57M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.5K+ 13.97% |
$671K - $757K
|
44.9K
$7.08M
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
5.29K+ 7.76% |
$645K - $729K
|
73.5K
$11.6M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
2.35KNew |
$286K - $323K
|
2.35K
$370K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.24K+ 21.42% |
$273K - $308K
|
12.7K
$2M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.96KNew |
$239K - $270K
|
1.96K
$310K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.79KNew |
$218K - $246K
|
1.79K
$282K
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.47K+ 1.5% |
$179K - $202K
|
99.3K
$15.7M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
363+ 352.43% |
$44.3K - $50K
|
466
$73.5K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
175New |
$21.3K - $24.1K
|
175
$27.6K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
152+ 4.05% |
$18.5K - $20.9K
|
3.91K
$616K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.27% |
$610 - $689
|
1.87K
$295K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.2% |
$122 - $138
|
508
$80.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.11% |
$122 - $138
|
938
$148K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.96% |
$122 - $138
|
105
$16.6K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-5- 6.17% |
$610 - $689
|
76
$12K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-37- 1.86% |
$4.51K - $5.1K
|
1.95K
$308K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-46- 0.8% |
$5.61K - $6.34K
|
5.68K
$896K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-88- 51.76% |
$10.7K - $12.1K
|
82
$12.9K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-99- 2.23% |
$12.1K - $13.6K
|
4.34K
$684K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-108- 3.32% |
$13.2K - $14.9K
|
3.14K
$496K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-115- 40.21% |
$14K - $15.8K
|
171
$27K
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-119- 3.76% |
$14.5K - $16.4K
|
3.04K
$480K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-130- 5.34% |
$15.9K - $17.9K
|
2.31K
$364K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-145- 6.59% |
$17.7K - $20K
|
2.06K
$324K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-176Closed |
$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
$80.9K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-212- 5.63% |
$25.9K - $29.2K
|
3.56K
$561K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-284- 6.22% |
$34.6K - $39.1K
|
4.28K
$675K
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
SELL
|
- |
-296- 3.09% |
$36.1K - $40.8K
|
9.28K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-323- 4.11% |
$39.4K - $44.5K
|
7.54K
$1.19M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-358- 71.6% |
$43.7K - $49.3K
|
142
$22.4K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-445- 5.25% |
$54.3K - $61.3K
|
8.04K
$1.27M
|
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-446- 9.5% |
$54.4K - $61.4K
|
4.25K
$671K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-679- 18.21% |
$82.8K - $93.5K
|
3.05K
$481K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-687- 59.69% |
$83.8K - $94.6K
|
464
$73.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-724Closed |
$88.3K - $99.7K
|
0
$0
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-966- 8.84% |
$118K - $133K
|
9.97K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-992Closed |
$121K - $137K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5KClosed |
$183K - $207K
|
0
$0
|