Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.3K+ 214.16% |
$3.77M - $4M
|
41.6K
$6.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$3.17M - $3.37M
|
23.9K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.8K+ 4.83% |
$2.63M - $2.8M
|
429K
$63.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19K+ 5.58% |
$2.52M - $2.68M
|
358K
$53M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.2K+ 18.92% |
$1.88M - $2M
|
89K
$13.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 6.4% |
$1.46M - $1.55M
|
182K
$26.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.09KNew |
$1.08M - $1.14M
|
8.09K
$1.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.3K+ 16.0% |
$705K - $749K
|
38.4K
$5.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.3K+ 16.0% |
$705K - $749K
|
38.4K
$5.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.14K+ 7.91% |
$417K - $443K
|
42.8K
$6.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.57KNew |
$209K - $222K
|
1.57K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 4.58% |
$180K - $192K
|
30.9K
$4.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.23K+ 74.0% |
$163K - $173K
|
2.89K
$427K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
776+ 0.72% |
$103K - $110K
|
108K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
408+ 15.37% |
$54.3K - $57.7K
|
3.06K
$453K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
339+ 12.03% |
$45.1K - $47.9K
|
3.16K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
163+ 3.73% |
$21.7K - $23K
|
4.53K
$670K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
106New |
$14.1K - $15K
|
106
$15.7K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90+ 3.99% |
$12K - $12.7K
|
2.35K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
63New |
$8.38K - $8.9K
|
63
$9.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 0.91% |
$3.33K - $3.53K
|
2.78K
$411K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17+ 1.04% |
$2.26K - $2.4K
|
1.64K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17+ 5.56% |
$2.26K - $2.4K
|
323
$47.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 0.31% |
$798 - $848
|
1.93K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4+ 0.15% |
$532 - $565
|
2.73K
$403K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.14% |
$266 - $283
|
1.44K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.1% |
$133 - $141
|
964
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7- 7.14% |
$931 - $989
|
91
$13.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.2% |
$3.33K - $3.53K
|
12.8K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-38- 0.91% |
$5.05K - $5.37K
|
4.13K
$610K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-102- 2.83% |
$13.6K - $14.4K
|
3.5K
$517K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-169- 8.08% |
$22.5K - $23.9K
|
1.92K
$284K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-230- 13.08% |
$30.6K - $32.5K
|
1.53K
$226K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-267- 13.71% |
$35.5K - $37.7K
|
1.68K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-276- 11.12% |
$36.7K - $39K
|
2.21K
$326K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-438- 9.29% |
$58.3K - $61.9K
|
4.28K
$632K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-527- 2.36% |
$70.1K - $74.5K
|
21.8K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-528- 3.83% |
$70.2K - $74.6K
|
13.3K
$1.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-622- 6.75% |
$82.7K - $87.9K
|
8.6K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-640- 7.53% |
$85.1K - $90.5K
|
7.85K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-865- 18.77% |
$115K - $122K
|
3.74K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.23K- 40.14% |
$164K - $174K
|
1.83K
$271K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.06K- 70.16% |
$1.21M - $1.28M
|
3.86K
$570K
|