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
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.6KNew |
$1.39M - $1.72M
|
25.6K
$1.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
24.9KNew |
$1.35M - $1.68M
|
24.9K
$1.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
24K+ 28.09% |
$1.3M - $1.62M
|
110K
$6.59M
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
24K+ 22.66% |
$1.3M - $1.61M
|
130K
$7.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
23.9KNew |
$1.3M - $1.61M
|
23.9K
$1.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.9K+ 3.31% |
$1.3M - $1.61M
|
745K
$44.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
23KNew |
$1.25M - $1.55M
|
23K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.1K+ 113.87% |
$1.2M - $1.49M
|
41.6K
$2.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
21.1K+ 10.05% |
$1.14M - $1.42M
|
231K
$13.9M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
21K+ 7.16% |
$1.14M - $1.42M
|
315K
$18.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9K+ 3.3% |
$1.13M - $1.41M
|
655K
$39.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
19.9K+ 8.57% |
$1.08M - $1.34M
|
251K
$15.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
19.8K+ 3.45% |
$1.07M - $1.33M
|
593K
$35.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18K+ 3.79% |
$975K - $1.21M
|
492K
$29.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.9K+ 600.44% |
$970K - $1.2M
|
20.9K
$1.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17.7K+ 7.1% |
$961K - $1.19M
|
267K
$16.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
17.6KNew |
$957K - $1.19M
|
17.6K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.5KNew |
$897K - $1.11M
|
16.5K
$993K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
16.2K+ 24.12% |
$879K - $1.09M
|
83.3K
$5.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.8KNew |
$856K - $1.06M
|
15.8K
$948K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.7KNew |
$744K - $923K
|
13.7K
$824K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 7.36% |
$728K - $904K
|
196K
$11.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
BUY
|
- |
13.3K+ 33.9% |
$724K - $898K
|
52.7K
$3.17M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
12.9K+ 8.34% |
$698K - $867K
|
167K
$10M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
12.8K+ 292.52% |
$693K - $860K
|
17.1K
$1.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12.7K+ 23.52% |
$691K - $857K
|
66.8K
$4.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
12.6K+ 16.71% |
$687K - $852K
|
88.3K
$5.31M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
12.6K+ 5.67% |
$682K - $847K
|
234K
$14.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
12.5KNew |
$677K - $840K
|
12.5K
$750K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
12.1KNew |
$656K - $815K
|
12.1K
$727K
|
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
11.6K+ 9.53% |
$629K - $781K
|
133K
$8.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.5K+ 7.52% |
$627K - $778K
|
165K
$9.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
11.5K+ 4.85% |
$626K - $777K
|
249K
$15M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11K+ 34.93% |
$597K - $741K
|
42.5K
$2.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.7K+ 7.59% |
$581K - $721K
|
152K
$9.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
10.6K+ 59.82% |
$577K - $716K
|
28.4K
$1.71M
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
10.1KNew |
$550K - $682K
|
10.1K
$609K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
9.44KNew |
$512K - $636K
|
9.44K
$568K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
9.28K+ 3.84% |
$504K - $626K
|
251K
$15.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.23K+ 9.55% |
$501K - $622K
|
106K
$6.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8.99K+ 104.94% |
$488K - $605K
|
17.5K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.88K+ 1.27% |
$482K - $598K
|
710K
$42.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.7KNew |
$472K - $586K
|
8.7K
$523K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.55K+ 10.97% |
$464K - $576K
|
86.5K
$5.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.35KNew |
$453K - $563K
|
8.35K
$502K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.11K+ 4.46% |
$440K - $546K
|
190K
$11.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8K+ 16.16% |
$434K - $539K
|
57.5K
$3.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.86K+ 8.1% |
$427K - $530K
|
105K
$6.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7.8KNew |
$423K - $526K
|
7.8K
$469K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
7.62K+ 67.32% |
$414K - $514K
|
18.9K
$1.14M
|