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 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.47K+ 64.9% |
$405K - $503K
|
19K
$1.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.14K+ 86.96% |
$388K - $481K
|
15.4K
$923K
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7K+ 24.52% |
$380K - $472K
|
35.6K
$2.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.98K+ 35.98% |
$379K - $470K
|
26.4K
$1.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.94KNew |
$377K - $467K
|
6.94K
$417K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.93K+ 19.44% |
$376K - $467K
|
42.6K
$2.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$372K - $462K
|
6.86K
$412K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.81K+ 134.08% |
$370K - $459K
|
11.9K
$715K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.76K+ 10.08% |
$367K - $455K
|
73.8K
$4.44M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.68KNew |
$363K - $450K
|
6.68K
$402K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.55K+ 9.27% |
$356K - $442K
|
77.2K
$4.64M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.38KNew |
$346K - $430K
|
6.38K
$384K
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.88KNew |
$319K - $396K
|
5.88K
$354K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
5.81K+ 14.84% |
$315K - $392K
|
45K
$2.7M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.69K+ 6.34% |
$309K - $384K
|
95.5K
$5.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.69K+ 6.34% |
$309K - $383K
|
95.5K
$5.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.6K+ 13.74% |
$304K - $377K
|
46.3K
$2.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.51K+ 1.2% |
$299K - $372K
|
466K
$28M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.44K+ 0.73% |
$296K - $367K
|
746K
$44.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.44K+ 10.81% |
$295K - $367K
|
55.8K
$3.35M
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.41K+ 20.85% |
$294K - $364K
|
31.3K
$1.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.84K+ 35.64% |
$262K - $326K
|
18.4K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.79K+ 58.08% |
$260K - $322K
|
13K
$783K
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
4.78K+ 6.07% |
$259K - $322K
|
83.5K
$5.02M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.77KNew |
$259K - $321K
|
4.77K
$287K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.62K+ 15.44% |
$251K - $311K
|
34.6K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.61K+ 29.12% |
$250K - $311K
|
20.5K
$1.23M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.44K+ 49.75% |
$241K - $299K
|
13.4K
$803K
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.31K+ 4.89% |
$234K - $290K
|
92.4K
$5.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.3KNew |
$233K - $290K
|
4.3K
$259K
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$233K - $289K
|
4.3K
$258K
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.29K+ 2.82% |
$233K - $289K
|
157K
$9.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.16K+ 3.18% |
$226K - $280K
|
135K
$8.11M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.15K+ 7.81% |
$225K - $280K
|
57.3K
$3.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.08K+ 2.59% |
$222K - $275K
|
162K
$9.71M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.98K+ 1.5% |
$216K - $268K
|
270K
$16.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.8K+ 150.44% |
$206K - $256K
|
6.33K
$381K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.79K+ 2.19% |
$206K - $255K
|
177K
$10.6M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.77K+ 4.52% |
$205K - $254K
|
87.1K
$5.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.76K+ 13.84% |
$204K - $253K
|
30.9K
$1.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.7K+ 56.78% |
$201K - $249K
|
10.2K
$614K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.7KNew |
$201K - $249K
|
3.7K
$223K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.69KNew |
$200K - $249K
|
3.69K
$222K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
3.68KNew |
$200K - $248K
|
3.68K
$222K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.54K+ 9.03% |
$192K - $239K
|
42.8K
$2.57M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
3.54K+ 4.97% |
$192K - $239K
|
74.8K
$4.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
3.3K+ 46.07% |
$179K - $223K
|
10.5K
$630K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.3K+ 34.85% |
$179K - $223K
|
12.8K
$769K
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
3.24K+ 37.25% |
$176K - $218K
|
11.9K
$718K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.17K+ 9.59% |
$172K - $214K
|
36.2K
$2.18M
|