Latest Institutional Sells of Ishares Msci Usa Size Factor E (SIZE)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Size Factor E (SIZE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-7.64K- 4.47% |
$1.12M - $1.21M
|
163K
$25M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.28K- 11.29% |
$335K - $362K
|
17.9K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.03K- 47.46% |
$299K - $323K
|
2.25K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-449- 5.36% |
$66K - $71.3K
|
7.93K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-202- 2.75% |
$29.7K - $32.1K
|
7.15K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-171- 4.21% |
$25.1K - $27.2K
|
3.89K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-97- 10.55% |
$14.3K - $15.4K
|
822
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-89- 4.57% |
$13.1K - $14.1K
|
1.86K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-13- 0.33% |
$1.91K - $2.07K
|
3.97K
$606K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.41% |
$588 - $636
|
961
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$294 - $318
|
4.27K
$654K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.8K- 4.69% |
$2.27M - $2.51M
|
342K
$52.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 36.21% |
$1.51M - $1.67M
|
19.7K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.88K- 72.7% |
$794K - $877K
|
2.21K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.9K- 75.39% |
$392K - $433K
|
947
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-725- 47.45% |
$97.9K - $108K
|
803
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-363- 2.74% |
$49K - $54.2K
|
12.9K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-143- 5.24% |
$19.3K - $21.3K
|
2.59K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-70- 2.98% |
$9.45K - $10.4K
|
2.28K
$348K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-47- 0.93% |
$6.35K - $7.01K
|
5.02K
$768K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-41- 2.04% |
$5.54K - $6.12K
|
1.97K
$302K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-32- 1.11% |
$4.32K - $4.78K
|
2.85K
$436K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 27.36% |
$3.92K - $4.33K
|
77
$11.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.1% |
$135 - $149
|
90
$13.8K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.2% |
$3.33K - $3.53K
|
12.8K
$1.96M
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-575- 74.19% |
$73.8K - $81.8K
|
200
$30.6K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 60.61% |
$12.8K - $14.2K
|
65
$9.94K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10- 0.59% |
$1.28K - $1.42K
|
1.69K
$258K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-951- 29.55% |
$105K - $126K
|
2.27K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-97- 32.99% |
$10.7K - $12.9K
|
197
$30.1K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.13K- 99.98% |
$597K - $656K
|
1
$153
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.57K- 13.68% |
$179K - $193K
|
9.92K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-107- 47.14% |
$12.2K - $13.1K
|
120
$18.4K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 5.01% |
$118K - $134K
|
20.1K
$3.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-402- 79.6% |
$44.9K - $50.9K
|
103
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16- 0.72% |
$1.79K - $2.02K
|
2.21K
$338K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-2.26K- 5.11% |
$234K - $272K
|
41.9K
$6.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-216- 9.64% |
$22.5K - $26.1K
|
2.02K
$310K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 50.2% |
$13K - $15.8K
|
124
$19K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-90- 23.32% |
$9.38K - $11.4K
|
296
$45.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-59- 33.52% |
$6.15K - $7.47K
|
117
$17.9K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21.2KClosed |
$2.25M - $2.79M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.72K- 71.14% |
$606K - $751K
|
2.32K
$355K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.03KClosed |
$533K - $660K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.9KClosed |
$520K - $644K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.34KClosed |
$460K - $570K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.28KClosed |
$454K - $562K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.79KClosed |
$189K - $235K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-175Closed |
$18.5K - $23K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-171Closed |
$18.1K - $22.5K
|
0
$0
|
|