Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
95.1K+ 641.85% |
$14.7M - $15.4M
|
110K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.1K+ 174.05% |
$4.81M - $5.04M
|
49K
$7.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.64K+ 61.86% |
$1.02M - $1.07M
|
17.4K
$2.76M
|
|
|
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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.72KNew |
$729K - $764K
|
4.72K
$750K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.32K+ 11.13% |
$667K - $699K
|
43.1K
$6.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.87KNew |
$442K - $464K
|
2.87K
$455K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.26K+ 25.78% |
$194K - $203K
|
6.13K
$974K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.1K+ 112.51% |
$169K - $177K
|
2.07K
$329K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
652+ 33.21% |
$101K - $105K
|
2.62K
$415K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
243+ 12.61% |
$37.5K - $39.3K
|
2.17K
$345K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$21.8K - $22.8K
|
141
$22.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
93+ 2.93% |
$14.4K - $15K
|
3.27K
$520K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
70+ 13.59% |
$10.8K - $11.3K
|
585
$92.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
44+ 3.15% |
$6.79K - $7.12K
|
1.44K
$229K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
16New |
$2.47K - $2.59K
|
16
$2.54K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
16New |
$2.47K - $2.59K
|
16
$2.54K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.6% |
$1.39K - $1.46K
|
1.52K
$242K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$1.39K - $1.46K
|
1.95K
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.21% |
$463 - $485
|
1.46K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 3.92% |
$309 - $324
|
53
$8.42K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.75% |
$154 - $162
|
133
$21.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.12% |
$772 - $809
|
4.05K
$643K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 1.43% |
$1.54K - $1.62K
|
688
$109K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-67- 2.8% |
$10.3K - $10.8K
|
2.32K
$369K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-69- 0.77% |
$10.7K - $11.2K
|
8.88K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-82- 1.13% |
$12.7K - $13.3K
|
7.18K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-156- 8.05% |
$24.1K - $25.2K
|
1.78K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-164- 6.96% |
$25.3K - $26.5K
|
2.19K
$349K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-200- 10.21% |
$30.9K - $32.4K
|
1.76K
$279K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-219- 4.58% |
$33.8K - $35.4K
|
4.57K
$726K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-258- 14.94% |
$39.8K - $41.7K
|
1.47K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-402- 56.62% |
$62.1K - $65K
|
308
$48.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-490- 10.7% |
$75.6K - $79.3K
|
4.09K
$650K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-783- 16.11% |
$121K - $127K
|
4.08K
$648K
|
|
|
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
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.23K- 1.19% |
$190K - $199K
|
102K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.85K- 24.41% |
$440K - $461K
|
8.83K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.99K- 57.0% |
$461K - $483K
|
2.25K
$358K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-3.33K- 2.89% |
$514K - $539K
|
112K
$17.7M
|
|
|
Oct 15, 2025
Q3 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-4.75K- 2.83% |
$733K - $768K
|
163K
$25.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.97K- 10.31% |
$767K - $803K
|
43.2K
$6.87M
|
|
|
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
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.6K- 18.4% |
$1.79M - $1.87M
|
51.3K
$8.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 14.6% |
$1.91M - $2M
|
72.4K
$11.5M
|
|
|
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
|
|