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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-20.1KClosed |
$1.88M - $2.24M
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$267K - $317K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-50.8KClosed |
$4.42M - $5.01M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-90Closed |
$7.84K - $8.88K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.7KClosed |
$1.89M - $2.14M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43Closed |
$3.75K - $4.24K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-243Closed |
$21.2K - $24K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6Closed |
$523 - $592
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$1.48K - $1.68K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.33KNew |
$203K - $230K
|
2.33K
$370K
|
|
| Q2 2020 | |||||||
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-17.8KClosed |
$1.2M - $1.7M
|
0
$0
|
|
|
Sep 21, 2023
Q2 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-20Closed |
$1.35K - $1.9K
|
0
$0
|
|
|
Jun 23, 2021
Q2 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-13.4KClosed |
$902K - $1.27M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.49KClosed |
$168K - $236K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-355Closed |
$23.9K - $33.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.29KClosed |
$222K - $313K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.89KClosed |
$397K - $561K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1KClosed |
$683K - $963K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.18KClosed |
$349K - $493K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-706Closed |
$47.6K - $67.2K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.77KClosed |
$389K - $549K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-2.69KClosed |
$181K - $256K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.39KClosed |
$431K - $608K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.9KClosed |
$802K - $1.13M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-293Closed |
$19.8K - $27.9K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-38Closed |
$2.56K - $3.62K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.4KClosed |
$364K - $514K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.6KClosed |
$853K - $1.2M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-83.9KClosed |
$5.66M - $7.98M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.5KClosed |
$845K - $1.19M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-33Closed |
$2.23K - $3.14K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.85KClosed |
$395K - $557K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-14.3KClosed |
$967K - $1.36M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.22KClosed |
$352K - $496K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-93.8KClosed |
$6.33M - $8.92M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.9KClosed |
$804K - $1.13M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-307KClosed |
$20.7M - $29.2M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-27.2KClosed |
$1.84M - $2.59M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.44KClosed |
$367K - $518K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.7KClosed |
$385K - $543K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
SELL
|
- |
-31.6KClosed |
$2.13M - $3.01M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-14.4KClosed |
$973K - $1.37M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-246Closed |
$16.6K - $23.4K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-14KClosed |
$946K - $1.34M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.92KClosed |
$399K - $563K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-35.7KClosed |
$2.41M - $3.39M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-16.1KClosed |
$1.09M - $1.53M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.53KClosed |
$306K - $431K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Mcia Inc
|
SELL
|
- |
-10.4KClosed |
$703K - $991K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-7.98KClosed |
$538K - $760K
|
0
$0
|
|