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% |
$2.59M - $3.01M
|
40.7K
$6.08M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.4K+ 366.3% |
$1.81M - $2.1M
|
22.1K
$3.31M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.18K+ 2.47% |
$434K - $504K
|
173K
$25.9M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.02K+ 145.13% |
$418K - $486K
|
6.8K
$1.02M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.21K+ 43.8% |
$230K - $267K
|
7.25K
$1.08M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.21KNew |
$229K - $266K
|
2.21K
$330K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 3.33% |
$182K - $211K
|
54.3K
$8.12M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.18K+ 2.78% |
$123K - $142K
|
43.5K
$6.51M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
567New |
$59K - $68.4K
|
567
$84.8K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
516New |
$53.7K - $62.3K
|
516
$77.2K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
481New |
$50K - $58.1K
|
481
$72K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
333New |
$34.6K - $40.2K
|
333
$49.8K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
299New |
$31.1K - $36.1K
|
299
$44.7K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
286+ 11.2% |
$29.7K - $34.5K
|
2.84K
$425K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
225New |
$23.4K - $27.2K
|
225
$33.7K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
210New |
$21.8K - $25.3K
|
210
$31.4K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
190+ 146.15% |
$19.8K - $22.9K
|
320
$47.9K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
159+ 45.56% |
$16.5K - $19.2K
|
508
$76K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90+ 0.02% |
$9.36K - $10.9K
|
371K
$55.4M
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
89+ 0.25% |
$9.25K - $10.7K
|
35.1K
$5.25M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
86+ 1.6% |
$8.94K - $10.4K
|
5.47K
$818K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
75New |
$7.8K - $9.05K
|
75
$11.2K
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
65+ 0.7% |
$6.76K - $7.85K
|
9.39K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
48New |
$4.99K - $5.79K
|
48
$7.18K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 8.37% |
$4.06K - $4.71K
|
505
$75.5K
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
20+ 0.94% |
$2.08K - $2.41K
|
2.16K
$323K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.27% |
$520 - $604
|
1.89K
$283K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.47% |
$104 - $121
|
214
$32K
|
|
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% |
$5.93K - $6.88K
|
2.28K
$342K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-79- 3.43% |
$8.21K - $9.54K
|
2.23K
$333K
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-216- 9.64% |
$22.5K - $26.1K
|
2.02K
$303K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-227- 17.26% |
$23.6K - $27.4K
|
1.09K
$163K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-266- 7.09% |
$27.7K - $32.1K
|
3.49K
$522K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-266- 2.1% |
$27.7K - $32.1K
|
12.4K
$1.86M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-320- 12.11% |
$33.3K - $38.6K
|
2.32K
$347K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-752- 8.76% |
$78.2K - $90.8K
|
7.84K
$1.17M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.01K- 7.17% |
$104K - $121K
|
13K
$1.95M
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.05K- 17.2% |
$109K - $126K
|
5.03K
$752K
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.29K- 2.02% |
$134K - $156K
|
62.5K
$9.35M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.17K- 5.17% |
$226K - $262K
|
39.8K
$5.95M
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-2.26K- 5.11% |
$234K - $272K
|
41.9K
$6.26M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.93K- 8.69% |
$409K - $475K
|
41.3K
$6.18M
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.99K- 3.74% |
$415K - $481K
|
103K
$15.4M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.06K- 56.51% |
$422K - $490K
|
3.12K
$467K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.12K- 27.78% |
$845K - $981K
|
21.1K
$3.16M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.18K- 21.41% |
$850K - $987K
|
30K
$4.49M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 18.03% |
$1.15M - $1.34M
|
50.3K
$7.53M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.7K- 2.19% |
$1.22M - $1.41M
|
523K
$78.2M
|