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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.37K- 5.91% |
$291K - $362K
|
85.4K
$5.14M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.48K- 23.18% |
$297K - $369K
|
18.2K
$1.09M
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-5.48KClosed |
$297K - $369K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.6K- 7.51% |
$304K - $377K
|
69K
$4.15M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.72KClosed |
$310K - $385K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-5.93K- 15.62% |
$322K - $400K
|
32K
$1.93M
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-5.95KClosed |
$323K - $401K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.3K- 5.45% |
$342K - $425K
|
109K
$6.58M
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-6.47K- 17.73% |
$351K - $436K
|
30K
$1.8M
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7K- 3.17% |
$380K - $472K
|
214K
$12.8M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.05K- 25.33% |
$382K - $475K
|
20.8K
$1.25M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7.13K- 8.86% |
$387K - $480K
|
73.3K
$4.41M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.45KClosed |
$404K - $502K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7.96KClosed |
$432K - $536K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-8.64K- 94.07% |
$469K - $582K
|
545
$32.8K
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-8.95KClosed |
$486K - $603K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9.25K- 98.59% |
$502K - $623K
|
132
$7.94K
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-9.72K- 7.67% |
$527K - $655K
|
117K
$7.03M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-9.9K- 19.97% |
$537K - $667K
|
39.7K
$2.39M
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-10.3K- 73.01% |
$557K - $691K
|
3.79K
$228K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-10.8KClosed |
$585K - $726K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.1K- 18.11% |
$603K - $748K
|
50.2K
$3.02M
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-11.9K- 29.41% |
$646K - $801K
|
28.5K
$1.72M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-12K- 26.8% |
$651K - $808K
|
32.7K
$1.97M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.9K- 17.38% |
$703K - $872K
|
61.5K
$3.7M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.3K- 11.6% |
$721K - $894K
|
101K
$6.08M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 26.12% |
$741K - $919K
|
38.6K
$2.32M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-14.4KClosed |
$784K - $973K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.5K- 65.64% |
$789K - $979K
|
7.6K
$457K
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.5K- 48.46% |
$789K - $979K
|
15.5K
$930K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.7K- 2.59% |
$796K - $988K
|
552K
$33.2M
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14.7KClosed |
$798K - $991K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-14.7K- 20.84% |
$800K - $993K
|
56K
$3.37M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-15.1KClosed |
$820K - $1.02M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.1K- 3.72% |
$822K - $1.02M
|
392K
$23.6M
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-15.4K- 12.25% |
$837K - $1.04M
|
110K
$6.64M
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-15.7KClosed |
$851K - $1.06M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-16K- 18.53% |
$869K - $1.08M
|
70.4K
$4.23M
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-16.3K- 11.79% |
$887K - $1.1M
|
122K
$7.35M
|
|
Aug 03, 2022
Q2 2022
|
Acuitas Investments, LLC
|
SELL
|
- |
-17.7KClosed |
$958K - $1.19M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-18.9K- 24.92% |
$1.03M - $1.28M
|
57K
$3.43M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.8K- 7.18% |
$1.19M - $1.47M
|
282K
$17M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-21.9K- 28.84% |
$1.19M - $1.48M
|
54.1K
$3.25M
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-22.3K- 19.21% |
$1.21M - $1.5M
|
93.8K
$5.64M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-22.5K- 20.9% |
$1.22M - $1.52M
|
85.2K
$5.12M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-23K- 18.78% |
$1.25M - $1.55M
|
99.5K
$5.98M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-24.2K- 18.96% |
$1.31M - $1.63M
|
103K
$6.21M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24.2K- 83.21% |
$1.32M - $1.63M
|
4.89K
$294K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.6K- 3.76% |
$1.34M - $1.66M
|
629K
$37.8M
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-26.9KClosed |
$1.46M - $1.81M
|
0
$0
|