Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.4K+ 2.19% |
$353K - $381K
|
112K
$17.4M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99KNew |
$292K - $316K
|
1.99K
$308K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.45KNew |
$212K - $230K
|
1.45K
$224K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9+ 0.46% |
$1.32K - $1.43K
|
1.95K
$302K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$294 - $318
|
4.27K
$663K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-97- 10.55% |
$14.3K - $15.4K
|
822
$128K
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-159- 4.55% |
$23.4K - $25.3K
|
3.34K
$518K
|