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 $5.46M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
17.8K
+ 131.27%
$2.02M - $2.18M
31.3K $4.63M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
17.3K
+ 369.35%
$1.97M - $2.13M
22K $3.26M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
8.83K
New
$1M - $1.08M
8.83K $1.3M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
7.59K
+ 4.2%
$863K - $932K
188K $27.8M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
5.18K
New
$588K - $635K
5.18K $765K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.86K
New
$553K - $597K
4.86K $719K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
4.05K
+ 9.75%
$460K - $497K
45.6K $6.74M
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
3.27K
+ 3.17%
$372K - $401K
107K $15.8M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.9K
+ 129.74%
$329K - $356K
5.13K $758K
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
1.78K
New
$203K - $219K
1.78K $264K
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
1.65K
New
$187K - $202K
1.65K $243K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
616
+ 98.25%
$70K - $75.6K
1.24K $184K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
440
New
$50K - $54K
440 $65K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
294
New
$33.4K - $36.1K
294 $43.5K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
125
+ 7.25%
$14.2K - $15.3K
1.85K $273K
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

BUY
 -
120
+ 5.9%
$13.6K - $14.7K
2.15K $318K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
56
+ 74.67%
$6.37K - $6.87K
131 $19.4K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
52
+ 2.09%
$5.91K - $6.38K
2.54K $375K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
50
New
$5.69K - $6.14K
50 $7.39K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
24
New
$2.73K - $2.95K
24 $3.55K
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
17
+ 0.54%
$1.93K - $2.09K
3.19K $471K
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
6
+ 0.32%
$682 - $736
1.9K $281K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
1
+ 0.47%
$114 - $123
212 $31.3K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.94%
$114 - $123
107 $15.8K
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 $16.3K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-25
- 2.31%
$2.84K - $3.07K
1.06K $156K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-72
- 3.44%
$8.19K - $8.84K
2.02K $299K
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-76
- 30.4%
$8.64K - $9.33K
174 $25.7K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-79
- 14.08%
$8.98K - $9.7K
482 $71.3K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-79
- 14.08%
$8.98K - $9.7K
482 $71.3K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-100
- 0.88%
$11.4K - $12.3K
11.2K $1.66M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

SELL
 -
-100
- 0.88%
$11.4K - $12.3K
11.2K $1.66M
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-107
- 47.14%
$12.2K - $13.1K
120 $17.7K
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-128
- 6.09%
$14.6K - $15.7K
1.97K $292K
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-204
- 5.31%
$23.2K - $25K
3.64K $538K
Jul 26, 2023 Q2 2023
G&S Capital LLC

SELL
 -
-234
- 2.57%
$26.6K - $28.7K
8.87K $1.31M
Aug 14, 2023 Q2 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-327
- 6.79%
$37.2K - $40.1K
4.49K $663K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-403
- 19.32%
$45.8K - $49.5K
1.68K $249K
Aug 09, 2023 Q2 2023
Ma Private Wealth

SELL
 -
-407
- 0.69%
$46.3K - $50K
58.5K $8.64M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-477
- 17.28%
$54.2K - $58.5K
2.28K $338K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-728
- 43.08%
$82.8K - $89.4K
962 $142K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.4K
- 18.79%
$159K - $172K
6.04K $893K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.57K
- 13.68%
$179K - $193K
9.92K $1.47M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-1.58K
- 39.38%
$179K - $193K
2.42K $358K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-2.02K
- 5.32%
$229K - $248K
35.9K $5.31M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-2.06K
- 36.59%
$234K - $252K
3.56K $526K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-2.94K
- 10.21%
$334K - $361K
25.8K $3.82M

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