Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3K+ 500.36% |
$2.6M - $2.88M
|
23.1K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.6K+ 19.77% |
$1.03M - $1.13M
|
46K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.98KNew |
$807K - $892K
|
5.98K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.39K+ 14.21% |
$458K - $506K
|
27.2K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.9K+ 306.34% |
$392K - $433K
|
3.85K
$610K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.75K+ 6.42% |
$371K - $410K
|
45.5K
$7.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.8K+ 2.03% |
$244K - $269K
|
90.8K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.61K+ 1.49% |
$217K - $240K
|
110K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.44KNew |
$194K - $215K
|
1.44K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.42KNew |
$191K - $211K
|
1.42K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.4KNew |
$189K - $208K
|
1.4K
$221K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.22K+ 39.97% |
$165K - $183K
|
4.29K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
997+ 54.36% |
$135K - $149K
|
2.83K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
638+ 155.99% |
$86.1K - $95.2K
|
1.05K
$166K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
629+ 0.35% |
$84.9K - $93.9K
|
183K
$28.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
408New |
$55.1K - $60.9K
|
408
$64.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
315+ 8.42% |
$42.5K - $47K
|
4.06K
$643K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
305+ 18.55% |
$41.2K - $45.5K
|
1.95K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135+ 8.03% |
$18.2K - $20.1K
|
1.82K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
115New |
$15.5K - $17.2K
|
115
$18.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$13.5K - $14.9K
|
100
$15.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 9.29% |
$4.05K - $4.48K
|
353
$55.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8+ 0.41% |
$1.08K - $1.19K
|
1.94K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.32% |
$945 - $1.04K
|
2.21K
$351K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.28% |
$540 - $597
|
1.44K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3New |
$405 - $448
|
3
$475
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$405 - $448
|
1.93K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.08% |
$135 - $149
|
1.21K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.1% |
$135 - $149
|
965
$153K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.1% |
$135 - $149
|
90
$14.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17- 1.08% |
$2.3K - $2.54K
|
1.55K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26- 0.82% |
$3.51K - $3.88K
|
3.13K
$496K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 27.36% |
$3.92K - $4.33K
|
77
$12.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-32- 1.11% |
$4.32K - $4.78K
|
2.85K
$452K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-41- 2.04% |
$5.54K - $6.12K
|
1.97K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-47- 0.93% |
$6.35K - $7.01K
|
5.02K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-70- 2.98% |
$9.45K - $10.4K
|
2.28K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-143- 5.24% |
$19.3K - $21.3K
|
2.59K
$410K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-150- 3.63% |
$20.3K - $22.4K
|
3.98K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-158- 3.49% |
$21.3K - $23.6K
|
4.37K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-214- 2.49% |
$28.9K - $31.9K
|
8.38K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-363- 2.74% |
$49K - $54.2K
|
12.9K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-498- 6.34% |
$67.2K - $74.3K
|
7.36K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-725- 47.45% |
$97.9K - $108K
|
803
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.6K- 7.34% |
$216K - $239K
|
20.2K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.9K- 75.39% |
$392K - $433K
|
947
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.24K- 7.79% |
$437K - $483K
|
38.3K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.88K- 72.7% |
$794K - $877K
|
2.21K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 36.21% |
$1.51M - $1.67M
|
19.7K
$3.13M
|