Purchases and Sales Made in Q4 2023 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 2023. 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 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69.4KNew |
$7.65M - $9.21M
|
69.4K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6K+ 240.16% |
$1.5M - $1.8M
|
19.2K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.66KNew |
$956K - $1.15M
|
8.66K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.84K+ 8.8% |
$314K - $378K
|
35.2K
$5.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.7KNew |
$188K - $226K
|
1.7K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.49K+ 4.19% |
$164K - $197K
|
36.9K
$5.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
998+ 31.31% |
$110K - $133K
|
4.19K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
947New |
$104K - $126K
|
947
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
938+ 47.57% |
$103K - $125K
|
2.91K
$434K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
472+ 49.12% |
$52.1K - $62.7K
|
1.43K
$214K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
133+ 7.5% |
$14.7K - $17.7K
|
1.91K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132+ 7.28% |
$14.6K - $17.5K
|
1.94K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
86+ 4.94% |
$9.49K - $11.4K
|
1.83K
$273K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
48New |
$5.29K - $6.37K
|
48
$7.16K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
48+ 2.38% |
$5.29K - $6.37K
|
2.07K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
48New |
$5.29K - $6.37K
|
48
$7.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42+ 2.41% |
$4.63K - $5.58K
|
1.79K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
24+ 0.47% |
$2.65K - $3.19K
|
5.08K
$758K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16+ 0.84% |
$1.76K - $2.12K
|
1.92K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 44.44% |
$1.32K - $1.59K
|
39
$5.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.94% |
$221 - $266
|
214
$31.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2New |
$221 - $266
|
2
$298
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.92% |
$110 - $133
|
110
$16.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5- 0.25% |
$552 - $664
|
2.01K
$300K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.62% |
$662 - $797
|
965
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29- 3.49% |
$3.2K - $3.85K
|
803
$120K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 3.45% |
$5.07K - $6.11K
|
1.29K
$192K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-67- 0.06% |
$7.39K - $8.9K
|
107K
$16M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-71- 1.45% |
$7.83K - $9.43K
|
4.82K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-76- 2.24% |
$8.38K - $10.1K
|
3.32K
$496K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-77- 7.73% |
$8.49K - $10.2K
|
919
$137K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-97- 32.99% |
$10.7K - $12.9K
|
197
$29.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-103- 11.73% |
$11.4K - $13.7K
|
775
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-163- 28.9% |
$18K - $21.6K
|
401
$59.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-217- 5.46% |
$23.9K - $28.8K
|
3.75K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-228- 9.18% |
$25.1K - $30.3K
|
2.26K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-490- 8.41% |
$54K - $65.1K
|
5.34K
$796K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-503- 5.67% |
$55.5K - $66.8K
|
8.37K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-533- 23.26% |
$58.8K - $70.8K
|
1.76K
$262K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-579- 10.1% |
$63.9K - $76.9K
|
5.15K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-692- 2.85% |
$76.3K - $91.9K
|
23.6K
$3.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-951- 29.55% |
$105K - $126K
|
2.27K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.29K- 0.75% |
$142K - $171K
|
171K
$25.5M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.3K- 41.62% |
$144K - $173K
|
1.83K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.42K- 13.32% |
$157K - $189K
|
9.26K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2K- 12.54% |
$221K - $266K
|
13.9K
$2.08M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.27K- 8.5% |
$360K - $434K
|
35.2K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.25K- 14.19% |
$468K - $564K
|
25.7K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.25K- 81.53% |
$579K - $697K
|
1.19K
$177K
|