Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

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 03, 2023 Q1 2023
Klingman & Associates, LLC

BUY
 -
612
+ 0.34%
$34.6K - $38.1K
182K $11.3M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
607
+ 2.16%
$34.3K - $37.8K
28.7K $1.78M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
606
+ 6.73%
$34.3K - $37.7K
9.61K $597K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
586
+ 1.29%
$33.1K - $36.5K
46.1K $2.86M
May 11, 2023 Q1 2023
Tag Stone Capital, Inc.

BUY
 -
573
+ 3.14%
$32.4K - $35.7K
18.8K $1.17M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
566
+ 2.03%
$32K - $35.2K
28.4K $1.76M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
565
+ 15.69%
$31.9K - $35.2K
4.17K $259K
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
562
+ 3.29%
$31.8K - $35K
17.7K $1.1M
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
553
+ 5.15%
$31.3K - $34.4K
11.3K $700K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
548
+ 4.15%
$31K - $34.1K
13.8K $853K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
501
+ 0.65%
$28.3K - $31.2K
77.4K $4.8M
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
477
+ 10.72%
$27K - $29.7K
4.93K $306K
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
472
+ 0.95%
$26.7K - $29.4K
50.4K $3.13M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
460
+ 5.11%
$26K - $28.6K
9.46K $587K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
438
New
$24.8K - $27.3K
438 $27.2K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
433
+ 0.48%
$24.5K - $26.9K
91.4K $5.67M
Apr 10, 2023 Q1 2023
Tradewinds Capital Management, LLC

BUY
 -
432
New
$24.4K - $26.9K
432 $26.8K
Apr 21, 2023 Q1 2023
Courage Miller Partners, LLC

BUY
 -
412
+ 6.44%
$23.3K - $25.6K
6.81K $423K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
411
+ 4.92%
$23.2K - $25.6K
8.76K $544K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
386
+ 5.75%
$21.8K - $24K
7.1K $441K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
384
New
$21.7K - $23.9K
384 $23.8K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
370
+ 1.22%
$20.9K - $23K
30.7K $1.91M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
364
+ 2.35%
$20.6K - $22.6K
15.8K $982K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
350
+ 1.83%
$19.8K - $21.8K
19.5K $1.21M
Apr 10, 2023 Q1 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
347
+ 9.43%
$19.6K - $21.6K
4.03K $250K
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
345
+ 34.33%
$19.5K - $21.5K
1.35K $83.8K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
343
+ 52.37%
$19.4K - $21.3K
998 $61.9K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
331
+ 7.03%
$18.7K - $20.6K
5.04K $313K
May 11, 2023 Q1 2023
Balentine LLC

Atlanta, GA
BUY
 -
320
+ 6400.0%
$18.1K - $19.9K
325 $20.2K
May 10, 2023 Q1 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
310
+ 0.43%
$17.5K - $19.3K
72K $4.47M
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
301
+ 1.18%
$17K - $18.7K
25.9K $1.61M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
300
+ 5.13%
$17K - $18.7K
6.15K $381K
Apr 26, 2023 Q1 2023
Benedetti & Gucer, Inc.

BUY
 -
298
+ 2.75%
$16.8K - $18.5K
11.1K $690K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
286
New
$16.2K - $17.8K
286 $17.7K
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
239
New
$13.5K - $14.9K
239 $14.8K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
231
New
$13.1K - $14.4K
231 $14.3K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
229
+ 5.09%
$12.9K - $14.2K
4.73K $293K
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
216
+ 0.45%
$12.2K - $13.4K
48.4K $3M
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
210
+ 3.08%
$11.9K - $13.1K
7.02K $436K
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

BUY
 -
209
+ 2.12%
$11.8K - $13K
10.1K $625K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
208
+ 1.12%
$11.8K - $12.9K
18.7K $1.16M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
207
+ 8.89%
$11.7K - $12.9K
2.54K $157K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
207
New
$11.7K - $12.9K
207 $12.8K
Apr 06, 2023 Q1 2023
Bromfield Sneider Wealth Advisors

BUY
 -
200
+ 1.71%
$11.3K - $12.4K
11.9K $737K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
186
+ 0.93%
$10.5K - $11.6K
20.2K $1.26M
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
173
New
$9.78K - $10.8K
173 $10.7K
May 03, 2023 Q1 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
167
+ 1.82%
$9.44K - $10.4K
9.35K $580K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
161
+ 18.03%
$9.1K - $10K
1.05K $65.4K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
159
+ 2.06%
$8.99K - $9.89K
7.88K $489K

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