Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.17K- 4.64% |
$63.7K - $79K
|
24.1K
$1.45M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.19K- 22.69% |
$64.7K - $80.3K
|
4.06K
$244K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.24K- 19.69% |
$67.5K - $83.8K
|
5.07K
$305K
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 0.27% |
$67.8K - $84.1K
|
466K
$28M
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.31KClosed |
$71.2K - $88.4K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.42KClosed |
$77.2K - $95.8K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.67K- 10.77% |
$90.4K - $112K
|
13.8K
$829K
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.67K- 21.67% |
$90.8K - $113K
|
6.04K
$363K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.68K- 12.09% |
$90.9K - $113K
|
12.2K
$732K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.7KClosed |
$92.3K - $115K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 3.45% |
$95K - $118K
|
49K
$2.95M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.78K- 1.73% |
$96.6K - $120K
|
101K
$6.07M
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.83K- 15.41% |
$99.3K - $123K
|
10K
$604K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.86KClosed |
$101K - $125K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.94K- 16.89% |
$105K - $131K
|
9.56K
$575K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.95K- 4.98% |
$106K - $131K
|
37.1K
$2.23M
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.97K- 10.3% |
$107K - $133K
|
17.2K
$1.03M
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.99K- 0.34% |
$108K - $134K
|
591K
$35.5M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.04K- 1.3% |
$111K - $138K
|
156K
$9.36M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.12K- 12.96% |
$115K - $143K
|
14.2K
$855K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.14KClosed |
$116K - $144K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.2K- 6.55% |
$119K - $148K
|
31.4K
$1.89M
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.27K- 2.15% |
$123K - $153K
|
103K
$6.22M
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.32K- 24.92% |
$126K - $156K
|
6.97K
$419K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.34K- 21.96% |
$127K - $157K
|
8.31K
$499K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.35K- 9.22% |
$127K - $158K
|
23.1K
$1.39M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.38K- 4.43% |
$129K - $161K
|
51.4K
$3.09M
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.39K- 2.97% |
$130K - $161K
|
78.3K
$4.71M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 1.49% |
$132K - $164K
|
161K
$9.66M
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.44K- 24.27% |
$132K - $164K
|
7.61K
$457K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.45K- 1.13% |
$133K - $165K
|
216K
$13M
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.47K- 37.7% |
$134K - $166K
|
4.07K
$245K
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.48K- 20.45% |
$135K - $167K
|
9.66K
$581K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.54K- 28.59% |
$138K - $171K
|
6.33K
$381K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.55K- 10.38% |
$138K - $172K
|
22K
$1.32M
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.6K- 11.94% |
$141K - $175K
|
19.2K
$1.15M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.65K- 39.8% |
$144K - $178K
|
4K
$241K
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.66K- 4.79% |
$144K - $179K
|
52.8K
$3.18M
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-2.75K- 7.49% |
$149K - $185K
|
34K
$2.04M
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.83K- 14.25% |
$153K - $190K
|
17K
$1.02M
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.83K- 37.24% |
$154K - $191K
|
4.77K
$287K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.87K- 3.06% |
$156K - $193K
|
90.7K
$5.45M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.87K- 3.06% |
$156K - $193K
|
90.7K
$5.45M
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.87K- 4.87% |
$156K - $193K
|
56K
$3.37M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.92K- 2.02% |
$159K - $197K
|
142K
$8.55M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.95K- 23.63% |
$160K - $199K
|
9.54K
$574K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.97K- 5.21% |
$161K - $200K
|
54.1K
$3.25M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.98K- 1.54% |
$162K - $201K
|
190K
$11.4M
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-3.06KClosed |
$166K - $206K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-3.08KClosed |
$167K - $207K
|
0
$0
|