Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE SMALL CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
20.5K+ 1.36% |
$1.16M - $1.28M
|
1.53M
$94.8M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.8K+ 5.62% |
$1.12M - $1.23M
|
371K
$23M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
18.2K+ 27.29% |
$1.03M - $1.13M
|
85K
$5.27M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18K+ 2.46% |
$1.02M - $1.12M
|
750K
$46.6M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.9K+ 89.73% |
$1.01M - $1.12M
|
37.9K
$2.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
17.7K+ 168.04% |
$998K - $1.1M
|
28.2K
$1.75M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17KNew |
$959K - $1.06M
|
17K
$1.05M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
16.9KNew |
$954K - $1.05M
|
16.9K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.7K+ 5.22% |
$943K - $1.04M
|
336K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
16.3K+ 7.2% |
$923K - $1.02M
|
243K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 74.02% |
$914K - $1.01M
|
38K
$2.36M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
15.8KNew |
$896K - $986K
|
15.8K
$984K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 2.96% |
$836K - $920K
|
514K
$31.9M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.7K+ 363.83% |
$833K - $916K
|
18.8K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
14.2K+ 10.32% |
$802K - $883K
|
152K
$9.41M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
13.9K+ 15.53% |
$784K - $863K
|
103K
$6.4M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.7K+ 13.67% |
$776K - $854K
|
114K
$7.08M
|
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
13.7K+ 79.68% |
$772K - $850K
|
30.8K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.4K+ 45.77% |
$756K - $832K
|
42.6K
$2.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
12.7K+ 66.32% |
$718K - $790K
|
31.8K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
12.5K+ 29.66% |
$708K - $780K
|
54.8K
$3.4M
|
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
12.3KNew |
$695K - $765K
|
12.3K
$763K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
12.2K+ 9.52% |
$689K - $759K
|
140K
$8.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.1K+ 233.73% |
$682K - $751K
|
17.2K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
11.6K+ 43.94% |
$657K - $723K
|
38K
$2.36M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
11.3KNew |
$639K - $703K
|
11.3K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
11.2KNew |
$633K - $697K
|
11.2K
$695K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.1K+ 11.56% |
$628K - $691K
|
107K
$6.65M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.4K+ 6.28% |
$587K - $646K
|
176K
$10.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.1KNew |
$572K - $629K
|
10.1K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$570K - $627K
|
10.1K
$625K
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
9.4K+ 35.05% |
$531K - $585K
|
36.2K
$2.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.28K+ 0.58% |
$524K - $577K
|
1.6M
$99.2M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.24KNew |
$522K - $575K
|
9.24K
$573K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.55K+ 3.33% |
$427K - $470K
|
234K
$14.6M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
7.45K+ 13.86% |
$421K - $464K
|
61.2K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.79KNew |
$384K - $422K
|
6.79K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.74K+ 9.74% |
$381K - $419K
|
75.9K
$4.71M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.57K+ 120.15% |
$371K - $408K
|
12K
$747K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.41K+ 21.0% |
$362K - $399K
|
36.9K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
6.19KNew |
$350K - $385K
|
6.19K
$384K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.03K+ 20.48% |
$341K - $375K
|
35.5K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
5.98KNew |
$338K - $372K
|
5.98K
$371K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.91K+ 31.41% |
$334K - $368K
|
24.7K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.89K+ 42.7% |
$333K - $366K
|
19.7K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.85K+ 2.29% |
$331K - $364K
|
262K
$16.2M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5.85K+ 40.08% |
$331K - $364K
|
20.4K
$1.27M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5.76K+ 12.89% |
$326K - $358K
|
50.4K
$3.13M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5.76K+ 12.89% |
$326K - $358K
|
50.4K
$3.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.6K+ 49.82% |
$317K - $348K
|
16.8K
$1.05M
|