Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
5.85K+ 3.59% |
$918K - $956K
|
169K
$26.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.35K+ 41.16% |
$211K - $220K
|
4.62K
$733K
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
587+ 0.53% |
$92K - $95.9K
|
112K
$17.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12+ 0.46% |
$1.88K - $1.96K
|
2.63K
$417K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 2.56% |
$313 - $327
|
76
$12.1K
|
|