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 $169M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
138K
New
$17.3M - $18.6M
138K $20.6M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
119K
+ 259.3%
$15M - $16.1M
165K $24.6M
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
39K
New
$4.91M - $5.27M
39K $5.83M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
27K
+ 9.02%
$3.41M - $3.66M
327K $48.9M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
25K
+ 4.14%
$3.15M - $3.38M
628K $94M
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
BUY
 -
19.7K
New
$2.48M - $2.66M
19.7K $2.95M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
14.7K
+ 12.49%
$1.85M - $1.99M
132K $19.8M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
12.8K
+ 90.29%
$1.61M - $1.73M
26.9K $4.03M
Nov 02, 2021 Q3 2021
Ma Private Wealth

BUY
 -
7K
+ 12.28%
$881K - $946K
64K $9.57M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
5.12K
+ 19.4%
$645K - $692K
31.5K $4.72M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.07K
+ 30.83%
$639K - $686K
21.5K $3.22M
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
4.65K
+ 3.99%
$585K - $628K
121K $18.1M
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4.61K
+ 10.31%
$581K - $624K
49.4K $7.38M
Oct 28, 2021 Q3 2021
Trinity Wealth Management, LLC

BUY
 -
3.48K
+ 3.86%
$438K - $470K
93.6K $14M
Nov 09, 2021 Q3 2021
Inscription Capital, LLC

Houston, TX
BUY
 -
3.11K
New
$391K - $420K
3.11K $465K
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
2.93K
New
$369K - $396K
2.93K $438K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
1.76K
New
$221K - $237K
1.76K $263K
Nov 12, 2021 Q3 2021
Van Hulzen Asset Management, LLC

BUY
 -
926
+ 3.46%
$117K - $125K
27.7K $4.14M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
529
+ 4.16%
$66.6K - $71.5K
13.3K $1.98M
Oct 19, 2021 Q3 2021
G&S Capital LLC

BUY
 -
371
+ 4.25%
$46.7K - $50.1K
9.1K $1.36M
Nov 04, 2021 Q3 2021
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
330
+ 2.42%
$41.6K - $44.6K
14K $2.09M
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
194
+ 1.22%
$24.4K - $26.2K
16.1K $2.41M
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
39
New
$4.91K - $5.27K
39 $5.83K
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
20
New
$2.52K - $2.7K
20 $2.99K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
10
New
$1.26K - $1.35K
10 $1.5K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
8
+ 0.16%
$1.01K - $1.08K
5.1K $762K
Oct 19, 2021 Q3 2021
Professional Financial Advisors, LLC

BUY
 -
1
+ 0.6%
$126 - $135
169 $25.3K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1
+ 0.38%
$126 - $135
261 $39K
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 $702K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-26
- 2.28%
$3.27K - $3.51K
1.11K $166K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-27
- 0.84%
$3.4K - $3.65K
3.19K $477K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-33
- 1.63%
$4.16K - $4.46K
2K $298K
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 $278K
Nov 01, 2021 Q3 2021
Bcgm Wealth Management, LLC

SELL
 -
-60
- 1.57%
$7.56K - $8.11K
3.76K $562K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-75
- 3.09%
$9.44K - $10.1K
2.35K $352K
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
SELL
 -
-82
- 0.96%
$10.3K - $11.1K
8.49K $1.27M
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 $248K
Nov 02, 2021 Q3 2021
Clearview Wealth Advisors LLC

SELL
 -
-134
- 39.3%
$16.9K - $18.1K
207 $31K
Nov 15, 2021 Q3 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-190
- 43.28%
$23.9K - $25.7K
249 $37.2K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-221
- 9.63%
$27.8K - $29.9K
2.07K $310K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-230
- 7.12%
$29K - $31.1K
3K $449K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-324
- 1.55%
$40.8K - $43.8K
20.6K $3.09M
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

SELL
 -
-415
- 14.56%
$52.3K - $56.1K
2.44K $364K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-418
- 8.37%
$52.6K - $56.5K
4.58K $685K
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

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

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