Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
11K
New
$1.23M - $1.39M
11K $1.71M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
10.4K
+ 2.79%
$1.16M - $1.31M
381K $59.1M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
7.77K
+ 4.49%
$868K - $982K
181K $28M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
4.23K
+ 8.41%
$473K - $536K
54.6K $8.46M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.11K
+ 22.86%
$236K - $267K
11.3K $1.76M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1.72K
New
$193K - $218K
1.72K $267K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
947
New
$106K - $120K
947 $147K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
832
New
$93K - $105K
832 $129K
Apr 12, 2023 Q1 2023
Trinity Wealth Management, LLC

BUY
 -
613
+ 0.6%
$68.5K - $77.6K
103K $16M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
511
+ 14.65%
$57.1K - $64.7K
4K $620K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
193
+ 0.47%
$21.6K - $24.4K
41.5K $6.44M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
146
+ 30.35%
$16.3K - $18.5K
627 $97.3K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
45
New
$5.03K - $5.69K
45 $6.98K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
26
+ 1.18%
$2.91K - $3.29K
2.23K $346K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
12
New
$1.34K - $1.52K
12 $1.86K
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
8
+ 0.42%
$894 - $1.01K
1.9K $294K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
1
+ 0.48%
$112 - $127
211 $32.7K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

SELL
 -
-2
- 0.12%
$224 - $253
1.69K $262K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-6
- 0.55%
$671 - $759
1.08K $168K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-6
- 1.06%
$671 - $759
561 $87K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

SELL
 -
-16
- 0.72%
$1.79K - $2.02K
2.21K $343K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

SELL
 -
-40
- 12.01%
$4.47K - $5.06K
293 $45.5K
May 12, 2023 Q1 2023
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-43
- 2.0%
$4.81K - $5.44K
2.1K $326K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

SELL
 -
-44
- 3.2%
$4.92K - $5.57K
1.33K $207K
May 11, 2023 Q1 2023
Citigroup Inc

SELL
 -
-93
- 29.06%
$10.4K - $11.8K
227 $35.2K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-95
- 31.77%
$10.6K - $12K
204 $31.7K
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-103
- 48.13%
$11.5K - $13K
111 $17.2K
Apr 19, 2023 Q1 2023
Tkg Advisors, LLC

SELL
 -
-126
- 5.84%
$14.1K - $15.9K
2.03K $315K
May 02, 2023 Q1 2023
Bcgm Wealth Management, LLC

SELL
 -
-168
- 5.03%
$18.8K - $21.3K
3.17K $492K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-198
- 8.67%
$22.1K - $25.1K
2.09K $324K
May 15, 2023 Q1 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-217
- 4.31%
$24.3K - $27.5K
4.81K $747K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-228
- 9.81%
$25.5K - $28.8K
2.1K $325K
Apr 20, 2023 Q1 2023
G&S Capital LLC

SELL
 -
-292
- 3.11%
$32.6K - $36.9K
9.1K $1.41M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-356
- 12.54%
$39.8K - $45K
2.48K $385K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-362
- 11.59%
$40.5K - $45.8K
2.76K $428K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-397
- 5.07%
$44.4K - $50.2K
7.44K $1.15M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-402
- 79.6%
$44.9K - $50.9K
103 $16K
May 18, 2023 Q1 2023
Courier Capital LLC

SELL
 -
-485
- 22.2%
$54.2K - $61.4K
1.7K $264K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-845
- 1.56%
$94.5K - $107K
53.4K $8.29M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-918
- 7.4%
$103K - $116K
11.5K $1.78M
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-1.06K
- 5.01%
$118K - $134K
20.1K $3.11M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-1.18K
- 17.35%
$132K - $149K
5.62K $871K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-1.23K
- 4.11%
$138K - $156K
28.8K $4.47M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-1.68K
- 12.92%
$188K - $213K
11.3K $1.76M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-2.27K
- 5.69%
$253K - $287K
37.5K $5.82M
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-3.41K
- 47.03%
$381K - $431K
3.84K $596K
May 04, 2023 Q1 2023
Ma Private Wealth

SELL
 -
-3.64K
- 5.83%
$407K - $461K
58.9K $9.13M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-5.61K
- 12.89%
$628K - $710K
37.9K $5.88M

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