Purchases and Sales Made in Q3 2021 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 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
$179M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
138KNew |
$17.3M - $18.6M
|
138K
$21.8M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
119K+ 259.3% |
$15M - $16.1M
|
165K
$26.1M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
39KNew |
$4.91M - $5.27M
|
39K
$6.18M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27K+ 9.02% |
$3.41M - $3.66M
|
327K
$51.8M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25K+ 4.14% |
$3.15M - $3.38M
|
628K
$99.5M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
19.7KNew |
$2.48M - $2.66M
|
19.7K
$3.12M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 12.49% |
$1.85M - $1.99M
|
132K
$21M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.8K+ 90.29% |
$1.61M - $1.73M
|
26.9K
$4.27M
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
7K+ 12.28% |
$881K - $946K
|
64K
$10.1M
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.33K+ 290.8% |
$796K - $855K
|
8.5K
$1.35M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.12K+ 19.4% |
$645K - $692K
|
31.5K
$5M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.07K+ 30.83% |
$639K - $686K
|
21.5K
$3.41M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
4.65K+ 3.99% |
$585K - $628K
|
121K
$19.2M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.61K+ 10.31% |
$581K - $624K
|
49.4K
$7.82M
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.48K+ 3.86% |
$438K - $470K
|
93.6K
$14.8M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.11KNew |
$391K - $420K
|
3.11K
$493K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.93KNew |
$369K - $396K
|
2.93K
$464K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.76KNew |
$221K - $237K
|
1.76K
$278K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
926+ 3.46% |
$117K - $125K
|
27.7K
$4.39M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
529+ 4.16% |
$66.6K - $71.5K
|
13.3K
$2.1M
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
371+ 4.25% |
$46.7K - $50.1K
|
9.1K
$1.44M
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
330+ 2.42% |
$41.6K - $44.6K
|
14K
$2.21M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
194+ 1.22% |
$24.4K - $26.2K
|
16.1K
$2.55M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
39New |
$4.91K - $5.27K
|
39
$6.18K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
20New |
$2.52K - $2.7K
|
20
$3.17K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
10New |
$1.26K - $1.35K
|
10
$1.58K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
8+ 0.16% |
$1.01K - $1.08K
|
5.1K
$807K
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$126 - $135
|
169
$26.8K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.38% |
$126 - $135
|
261
$41.4K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$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
$744K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-26- 2.28% |
$3.27K - $3.51K
|
1.11K
$176K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27- 0.84% |
$3.4K - $3.65K
|
3.19K
$505K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 1.63% |
$4.16K - $4.46K
|
2K
$316K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-48Closed |
$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
$295K
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-60- 1.57% |
$7.56K - $8.11K
|
3.76K
$595K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75- 3.09% |
$9.44K - $10.1K
|
2.35K
$373K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-82- 0.96% |
$10.3K - $11.1K
|
8.49K
$1.35M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-84Closed |
$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
$263K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-134- 39.3% |
$16.9K - $18.1K
|
207
$32.8K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-190- 43.28% |
$23.9K - $25.7K
|
249
$39.5K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-221- 9.63% |
$27.8K - $29.9K
|
2.07K
$329K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-230- 7.12% |
$29K - $31.1K
|
3K
$476K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-324- 1.55% |
$40.8K - $43.8K
|
20.6K
$3.27M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-415- 14.56% |
$52.3K - $56.1K
|
2.44K
$386K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-418- 8.37% |
$52.6K - $56.5K
|
4.58K
$725K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-423Closed |
$53.3K - $57.2K
|
0
$0
|