Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
BUY
 -
143K
+ 14.48%
$18M - $19.3M
1.13M $177M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
138K
New
$17.3M - $18.6M
138K $21.5M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
119K
+ 259.3%
$15M - $16.1M
165K $25.7M
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
39K
New
$4.91M - $5.27M
39K $6.09M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
27K
+ 9.02%
$3.41M - $3.66M
327K $51M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
25K
+ 4.14%
$3.15M - $3.38M
628K $98M
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
BUY
 -
19.7K
New
$2.48M - $2.66M
19.7K $3.07M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
14.7K
+ 12.49%
$1.85M - $1.99M
132K $20.7M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
12.8K
+ 90.29%
$1.61M - $1.73M
26.9K $4.2M
Nov 02, 2021 Q3 2021
Ma Private Wealth

BUY
 -
7K
+ 12.28%
$881K - $946K
64K $9.99M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
5.12K
+ 19.4%
$645K - $692K
31.5K $4.92M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.07K
+ 30.83%
$639K - $686K
21.5K $3.36M
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
4.65K
+ 3.99%
$585K - $628K
121K $18.9M
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4.61K
+ 10.31%
$581K - $624K
49.4K $7.7M
Oct 28, 2021 Q3 2021
Trinity Wealth Management, LLC

BUY
 -
3.48K
+ 3.86%
$438K - $470K
93.6K $14.6M
Nov 09, 2021 Q3 2021
Inscription Capital, LLC

Houston, TX
BUY
 -
3.11K
New
$391K - $420K
3.11K $485K
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
2.93K
New
$369K - $396K
2.93K $457K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
1.76K
New
$221K - $237K
1.76K $274K
Nov 12, 2021 Q3 2021
Van Hulzen Asset Management, LLC

BUY
 -
926
+ 3.46%
$117K - $125K
27.7K $4.32M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
529
+ 4.16%
$66.6K - $71.5K
13.3K $2.07M
Oct 19, 2021 Q3 2021
G&S Capital LLC

BUY
 -
371
+ 4.25%
$46.7K - $50.1K
9.1K $1.42M
Nov 04, 2021 Q3 2021
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
330
+ 2.42%
$41.6K - $44.6K
14K $2.18M
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
194
+ 1.22%
$24.4K - $26.2K
16.1K $2.51M
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
39
New
$4.91K - $5.27K
39 $6.09K
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
20
New
$2.52K - $2.7K
20 $3.12K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
10
New
$1.26K - $1.35K
10 $1.56K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
8
+ 0.16%
$1.01K - $1.08K
5.1K $795K
Oct 19, 2021 Q3 2021
Professional Financial Advisors, LLC

BUY
 -
1
+ 0.6%
$126 - $135
169 $26.4K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1
+ 0.38%
$126 - $135
261 $40.7K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-21
- 0.45%
$2.64K - $2.84K
4.7K $733K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-26
- 2.28%
$3.27K - $3.51K
1.11K $174K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-27
- 0.84%
$3.4K - $3.65K
3.19K $498K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-33
- 1.63%
$4.16K - $4.46K
2K $311K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-48
Closed
$6.04K - $6.49K
0 $0
Oct 13, 2021 Q3 2021
Cypress Wealth Services, LLC

SELL
 -
-52
- 2.72%
$6.55K - $7.03K
1.86K $290K
Nov 01, 2021 Q3 2021
Bcgm Wealth Management, LLC

SELL
 -
-60
- 1.57%
$7.56K - $8.11K
3.76K $586K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-75
- 3.09%
$9.44K - $10.1K
2.35K $367K
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
SELL
 -
-82
- 0.96%
$10.3K - $11.1K
8.49K $1.32M
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-84
Closed
$10.6K - $11.4K
0 $0
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-114
- 6.43%
$14.4K - $15.4K
1.66K $259K
Nov 02, 2021 Q3 2021
Clearview Wealth Advisors LLC

SELL
 -
-134
- 39.3%
$16.9K - $18.1K
207 $32.3K
Nov 15, 2021 Q3 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-190
- 43.28%
$23.9K - $25.7K
249 $38.9K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-221
- 9.63%
$27.8K - $29.9K
2.07K $324K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-230
- 7.12%
$29K - $31.1K
3K $468K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-324
- 1.55%
$40.8K - $43.8K
20.6K $3.22M
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

SELL
 -
-415
- 14.56%
$52.3K - $56.1K
2.44K $380K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-418
- 8.37%
$52.6K - $56.5K
4.58K $714K
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-423
Closed
$53.3K - $57.2K
0 $0

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