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 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
167+ 1.82% |
$9.44K - $10.4K
|
9.35K
$679K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
161+ 18.03% |
$9.1K - $10K
|
1.05K
$76.5K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
159+ 2.06% |
$8.99K - $9.89K
|
7.88K
$572K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
147+ 25.57% |
$8.31K - $9.15K
|
722
$52.4K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
146+ 3.65% |
$8.25K - $9.08K
|
4.15K
$301K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
137+ 2.47% |
$7.74K - $8.52K
|
5.68K
$413K
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
134+ 2.33% |
$7.58K - $8.34K
|
5.9K
$428K
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
119New |
$6.73K - $7.4K
|
119
$8.64K
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
110New |
$6.22K - $6.84K
|
110
$7.99K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
106+ 1.69% |
$5.99K - $6.6K
|
6.38K
$463K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
97New |
$5.48K - $6.04K
|
97
$7.04K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
94+ 1.02% |
$5.31K - $5.85K
|
9.29K
$674K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
92+ 0.44% |
$5.2K - $5.72K
|
20.9K
$1.51M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
88New |
$4.97K - $5.48K
|
88
$6.39K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
86New |
$4.86K - $5.35K
|
86
$6.25K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74+ 0.3% |
$4.18K - $4.6K
|
25K
$1.81M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68New |
$3.84K - $4.23K
|
68
$4.94K
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
67+ 0.47% |
$3.79K - $4.17K
|
14.2K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
63+ 88.73% |
$3.56K - $3.92K
|
134
$9.73K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
62+ 3.85% |
$3.5K - $3.86K
|
1.67K
$121K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61+ 0.87% |
$3.45K - $3.8K
|
7.11K
$516K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
58+ 0.11% |
$3.28K - $3.61K
|
54.3K
$3.95M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.11% |
$3.28K - $3.61K
|
54.3K
$3.95M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 1.5% |
$3.17K - $3.48K
|
3.8K
$276K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
49New |
$2.77K - $3.05K
|
49
$3.56K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
48New |
$2.71K - $2.99K
|
48
$3.49K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
47+ 36.15% |
$2.66K - $2.92K
|
177
$12.9K
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
42+ 1.03% |
$2.37K - $2.61K
|
4.1K
$298K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42+ 7.45% |
$2.37K - $2.61K
|
606
$44K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
35New |
$1.98K - $2.18K
|
35
$2.54K
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
32+ 22.22% |
$1.81K - $1.99K
|
176
$12.8K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
30+ 0.06% |
$1.7K - $1.87K
|
52K
$3.78M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
28+ 0.15% |
$1.58K - $1.74K
|
18.8K
$1.37M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26+ 3.15% |
$1.47K - $1.62K
|
851
$61.8K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23+ 0.41% |
$1.3K - $1.43K
|
5.65K
$411K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
21+ 61.76% |
$1.19K - $1.31K
|
55
$3.99K
|
|
May 07, 2025
Q1 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
16New |
$904 - $996
|
16
$1.16K
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$226 - $249
|
4
$290
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4+ 0.05% |
$226 - $249
|
8.41K
$611K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 400.0% |
$226 - $249
|
5
$363
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$56.5 - $62.2
|
1
$72.6
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 1.61% |
$56.5 - $62.2
|
61
$4.43K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-3- 0.16% |
$170 - $187
|
1.92K
$140K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3- 0.03% |
$170 - $187
|
11.1K
$803K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6- 2.34% |
$339 - $373
|
250
$18.2K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-8- 0.14% |
$452 - $498
|
5.53K
$401K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14Closed |
$791 - $871
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-15- 9.15% |
$848 - $933
|
149
$10.8K
|
|
Mar 04, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-16- 0.09% |
$904 - $996
|
17.4K
$1.26M
|
|
Mar 28, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-16- 0.09% |
$904 - $996
|
17.4K
$1.26M
|