Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.2KNew |
$1.7M - $1.88M
|
13.2K
$2.06M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.9KNew |
$1.66M - $1.84M
|
12.9K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.6K+ 44.73% |
$1.1M - $1.22M
|
27.8K
$4.34M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.43K+ 7.82% |
$696K - $772K
|
74.8K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.9K+ 15.2% |
$501K - $555K
|
29.6K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.68KNew |
$473K - $524K
|
3.68K
$575K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.74K+ 7.43% |
$352K - $390K
|
39.7K
$6.19M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.65KNew |
$341K - $378K
|
2.65K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.88K+ 157.7% |
$241K - $267K
|
3.06K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.67K+ 0.49% |
$214K - $237K
|
339K
$53M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.66KNew |
$213K - $236K
|
1.66K
$259K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.23K+ 67.07% |
$158K - $175K
|
3.06K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
990+ 54.16% |
$127K - $141K
|
2.82K
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
539+ 27.73% |
$69.2K - $76.7K
|
2.48K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
408+ 0.24% |
$52.4K - $58.1K
|
171K
$26.7M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
218+ 205.66% |
$28K - $31K
|
324
$50.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
165+ 0.15% |
$21.2K - $23.5K
|
107K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
121+ 1.45% |
$15.5K - $17.2K
|
8.49K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111New |
$14.2K - $15.8K
|
111
$17.3K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
87New |
$11.2K - $12.4K
|
87
$13.6K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
64+ 15.96% |
$8.21K - $9.11K
|
465
$72.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50New |
$6.42K - $7.11K
|
50
$7.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41+ 2.15% |
$5.26K - $5.83K
|
1.95K
$304K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
22+ 1.06% |
$2.82K - $3.13K
|
2.09K
$326K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.36% |
$898 - $996
|
1.93K
$301K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.21% |
$385 - $427
|
1.44K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.62% |
$128 - $142
|
163
$25.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-8- 0.16% |
$1.03K - $1.14K
|
5.07K
$791K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10- 0.59% |
$1.28K - $1.42K
|
1.69K
$264K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-12- 10.91% |
$1.54K - $1.71K
|
98
$15.3K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13- 81.25% |
$1.67K - $1.85K
|
3
$468
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-19- 0.45% |
$2.44K - $2.7K
|
4.17K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-27- 1.37% |
$3.46K - $3.84K
|
1.95K
$304K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 0.43% |
$5.13K - $5.69K
|
9.22K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 6.37% |
$10.5K - $11.7K
|
1.21K
$188K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 60.61% |
$12.8K - $14.2K
|
65
$10.1K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-155- 4.13% |
$19.9K - $22.1K
|
3.6K
$562K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-156- 5.36% |
$20K - $22.2K
|
2.75K
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-160- 8.95% |
$20.5K - $22.8K
|
1.63K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-165- 1.18% |
$21.2K - $23.5K
|
13.8K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-176- 36.51% |
$22.6K - $25K
|
306
$47.8K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-211- 4.82% |
$27.1K - $30K
|
4.17K
$651K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-394- 49.07% |
$50.6K - $56.1K
|
409
$63.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-441- 8.56% |
$56.6K - $62.7K
|
4.71K
$736K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-453- 9.39% |
$58.1K - $64.5K
|
4.37K
$682K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-575- 74.19% |
$73.8K - $81.8K
|
200
$31.2K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-597- 17.97% |
$76.6K - $84.9K
|
2.73K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-729- 13.66% |
$93.6K - $104K
|
4.61K
$719K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.26K- 5.35% |
$162K - $180K
|
22.3K
$3.48M
|