Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9K+ 158.74% |
$2.73M - $3.01M
|
40.7K
$5.59M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.4K+ 366.3% |
$1.9M - $2.1M
|
22.1K
$3.04M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.18K+ 2.47% |
$457K - $504K
|
173K
$23.8M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.02K+ 145.13% |
$441K - $486K
|
6.8K
$934K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.21K+ 43.8% |
$242K - $267K
|
7.25K
$996K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.21KNew |
$242K - $266K
|
2.21K
$303K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 3.33% |
$191K - $211K
|
54.3K
$7.46M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.18K+ 2.78% |
$129K - $142K
|
43.5K
$5.98M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
567New |
$62.1K - $68.4K
|
567
$77.9K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
516New |
$56.5K - $62.3K
|
516
$70.9K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
481New |
$52.7K - $58.1K
|
481
$66.1K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
333New |
$36.5K - $40.2K
|
333
$45.8K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
299New |
$32.8K - $36.1K
|
299
$41.1K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
286+ 11.2% |
$31.3K - $34.5K
|
2.84K
$390K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
225New |
$24.7K - $27.2K
|
225
$30.9K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
210New |
$23K - $25.3K
|
210
$28.9K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
190+ 146.15% |
$20.8K - $22.9K
|
320
$44K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
159+ 45.56% |
$17.4K - $19.2K
|
508
$69.8K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90+ 0.02% |
$9.86K - $10.9K
|
371K
$50.9M
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
89+ 0.25% |
$9.75K - $10.7K
|
35.1K
$4.82M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
86+ 1.6% |
$9.42K - $10.4K
|
5.47K
$751K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
75New |
$8.22K - $9.05K
|
75
$10.3K
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
65+ 0.7% |
$7.12K - $7.85K
|
9.39K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
48New |
$5.26K - $5.79K
|
48
$6.6K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 8.37% |
$4.27K - $4.71K
|
505
$69.4K
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
20+ 0.94% |
$2.19K - $2.41K
|
2.16K
$297K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.27% |
$548 - $604
|
1.89K
$260K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.47% |
$110 - $121
|
214
$29.4K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-57- 2.43% |
$6.24K - $6.88K
|
2.28K
$314K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-79- 3.43% |
$8.66K - $9.54K
|
2.23K
$306K
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-216- 9.64% |
$23.7K - $26.1K
|
2.02K
$278K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-227- 17.26% |
$24.9K - $27.4K
|
1.09K
$150K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-266- 7.09% |
$29.1K - $32.1K
|
3.49K
$479K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-266- 2.1% |
$29.1K - $32.1K
|
12.4K
$1.71M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-320- 12.11% |
$35.1K - $38.6K
|
2.32K
$319K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-752- 8.76% |
$82.4K - $90.8K
|
7.84K
$1.08M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.01K- 7.17% |
$110K - $121K
|
13K
$1.79M
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.05K- 17.2% |
$114K - $126K
|
5.03K
$691K
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.29K- 2.02% |
$141K - $156K
|
62.5K
$8.59M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.17K- 5.17% |
$238K - $262K
|
39.8K
$5.47M
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-2.26K- 5.11% |
$247K - $272K
|
41.9K
$5.75M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.93K- 8.69% |
$431K - $475K
|
41.3K
$5.68M
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.99K- 3.74% |
$437K - $481K
|
103K
$14.1M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.06K- 56.51% |
$445K - $490K
|
3.12K
$429K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.12K- 27.78% |
$890K - $981K
|
21.1K
$2.9M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.18K- 21.41% |
$896K - $987K
|
30K
$4.13M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 18.03% |
$1.21M - $1.34M
|
50.3K
$6.92M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.7K- 2.19% |
$1.28M - $1.41M
|
523K
$71.8M
|