Latest Institutional Transactions on Ishares Msci Usa Size Factor E (SIZE)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Size Factor E (SIZE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
16New |
$2.47K - $2.59K
|
16
$2.54K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-490- 10.7% |
$75.6K - $79.3K
|
4.09K
$650K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-67- 2.8% |
$10.3K - $10.8K
|
2.32K
$369K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-258- 14.94% |
$39.8K - $41.7K
|
1.47K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.32K+ 11.13% |
$667K - $699K
|
43.1K
$6.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.72KNew |
$729K - $764K
|
4.72K
$750K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.23K- 1.19% |
$190K - $199K
|
102K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
95.1K+ 641.85% |
$14.7M - $15.4M
|
110K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-875- 1.5% |
$135K - $142K
|
57.4K
$9.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.3K- 67.84% |
$4.21M - $4.41M
|
12.9K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.1K+ 112.51% |
$169K - $177K
|
2.07K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.6K- 18.4% |
$1.79M - $1.87M
|
51.3K
$8.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.74K+ 1.16% |
$886K - $929K
|
502K
$79.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.78K- 16.23% |
$1.05M - $1.1M
|
35K
$5.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.85K- 24.41% |
$440K - $461K
|
8.83K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-164- 6.96% |
$25.3K - $26.5K
|
2.19K
$349K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-783- 16.11% |
$121K - $127K
|
4.08K
$648K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
44+ 3.15% |
$6.79K - $7.12K
|
1.44K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.87KNew |
$442K - $464K
|
2.87K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-156- 8.05% |
$24.1K - $25.2K
|
1.78K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 1.43% |
$1.54K - $1.62K
|
688
$109K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-402- 56.62% |
$62.1K - $65K
|
308
$48.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.1K+ 174.05% |
$4.81M - $5.04M
|
49K
$7.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-200- 10.21% |
$30.9K - $32.4K
|
1.76K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
70+ 13.59% |
$10.8K - $11.3K
|
585
$92.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-69- 0.77% |
$10.7K - $11.2K
|
8.88K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.97K- 10.31% |
$767K - $803K
|
43.2K
$6.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.64K+ 61.86% |
$1.02M - $1.07M
|
17.4K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$21.8K - $22.8K
|
141
$22.4K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.6% |
$1.39K - $1.46K
|
1.52K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 14.6% |
$1.91M - $2M
|
72.4K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 3.92% |
$309 - $324
|
53
$8.42K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
243+ 12.61% |
$37.5K - $39.3K
|
2.17K
$345K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-219- 4.58% |
$33.8K - $35.4K
|
4.57K
$726K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$1.39K - $1.46K
|
1.95K
$309K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
16New |
$2.47K - $2.59K
|
16
$2.54K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-82- 1.13% |
$12.7K - $13.3K
|
7.18K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.12% |
$772 - $809
|
4.05K
$643K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
93+ 2.93% |
$14.4K - $15K
|
3.27K
$520K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.26K+ 25.78% |
$194K - $203K
|
6.13K
$974K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.99K- 57.0% |
$461K - $483K
|
2.25K
$358K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
652+ 33.21% |
$101K - $105K
|
2.62K
$415K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.21% |
$463 - $485
|
1.46K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-4.75K- 2.83% |
$733K - $768K
|
163K
$25.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.75% |
$154 - $162
|
133
$21.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.33K- 2.89% |
$514K - $539K
|
112K
$17.7M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 0.91% |
$3.2K - $3.86K
|
2.78K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-194- 71.32% |
$24.9K - $30K
|
78
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4New |
$513 - $618
|
4
$636
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.44KNew |
$185K - $223K
|
1.44K
$229K
|
|