Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
36.8K
+ 18018.63%
$4.18M - $4.51M
37K $5.53M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
17.8K
+ 131.27%
$2.02M - $2.18M
31.3K $4.69M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
17.3K
+ 369.35%
$1.97M - $2.13M
22K $3.29M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
8.83K
New
$1M - $1.08M
8.83K $1.32M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
7.59K
+ 4.2%
$863K - $932K
188K $28.2M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
5.18K
New
$588K - $635K
5.18K $774K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.86K
New
$553K - $597K
4.86K $728K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
4.05K
+ 9.75%
$460K - $497K
45.6K $6.82M
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
3.27K
+ 3.17%
$372K - $401K
107K $15.9M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.9K
+ 129.74%
$329K - $356K
5.13K $767K
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
1.78K
New
$203K - $219K
1.78K $267K
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
1.65K
New
$187K - $202K
1.65K $246K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
616
+ 98.25%
$70K - $75.6K
1.24K $186K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
440
New
$50K - $54K
440 $65.8K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
294
New
$33.4K - $36.1K
294 $44K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
125
+ 7.25%
$14.2K - $15.3K
1.85K $276K
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

BUY
 -
120
+ 5.9%
$13.6K - $14.7K
2.15K $322K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
56
+ 74.67%
$6.37K - $6.87K
131 $19.6K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
52
+ 2.09%
$5.91K - $6.38K
2.54K $379K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
50
New
$5.69K - $6.14K
50 $7.48K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
24
New
$2.73K - $2.95K
24 $3.59K
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
17
+ 0.54%
$1.93K - $2.09K
3.19K $477K
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
6
+ 0.32%
$682 - $736
1.9K $285K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
1
+ 0.47%
$114 - $123
212 $31.7K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.94%
$114 - $123
107 $16K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-1
- 0.9%
$114 - $123
110 $16.5K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-25
- 2.31%
$2.84K - $3.07K
1.06K $158K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-72
- 3.44%
$8.19K - $8.84K
2.02K $303K
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-76
- 30.4%
$8.64K - $9.33K
174 $26K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-79
- 14.08%
$8.98K - $9.7K
482 $72.1K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-79
- 14.08%
$8.98K - $9.7K
482 $72.1K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-100
- 0.88%
$11.4K - $12.3K
11.2K $1.68M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

SELL
 -
-100
- 0.88%
$11.4K - $12.3K
11.2K $1.68M
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-107
- 47.14%
$12.2K - $13.1K
120 $18K
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-128
- 6.09%
$14.6K - $15.7K
1.97K $295K
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-204
- 5.31%
$23.2K - $25K
3.64K $544K
Jul 26, 2023 Q2 2023
G&S Capital LLC

SELL
 -
-234
- 2.57%
$26.6K - $28.7K
8.87K $1.33M
Aug 14, 2023 Q2 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-327
- 6.79%
$37.2K - $40.1K
4.49K $671K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-403
- 19.32%
$45.8K - $49.5K
1.68K $252K
Aug 09, 2023 Q2 2023
Ma Private Wealth

SELL
 -
-407
- 0.69%
$46.3K - $50K
58.5K $8.75M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-477
- 17.28%
$54.2K - $58.5K
2.28K $342K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-728
- 43.08%
$82.8K - $89.4K
962 $144K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.4K
- 18.79%
$159K - $172K
6.04K $904K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.57K
- 13.68%
$179K - $193K
9.92K $1.48M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-1.58K
- 39.38%
$179K - $193K
2.42K $363K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-2.02K
- 5.32%
$229K - $248K
35.9K $5.37M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-2.06K
- 36.59%
$234K - $252K
3.56K $533K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-2.94K
- 10.21%
$334K - $361K
25.8K $3.87M

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